Build a rules-based portfolio with strategic allocation on Coinrule. Automate rebalancing, risk controls and entries across major exchanges in minutes.
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Instead of relying on spreadsheets, Strategic allocation becomes a live set of rules in Coinrule. Define target weights, bands and risk limits, then let the engine place orders when drift appears. Connect Binance, Coinbase, Kraken or OKX via API keys while keeping funds on the venue. You get consistent execution, logs and alerts without watching charts all day.
Traders often confuse long-term targets with constant tinkering. Coinrule separates the plan from the noise by enforcing your chosen weights and rebalancing cadence. You can rebalance weekly, monthly or only when drift exceeds a threshold. This keeps decisions repeatable even during fast market moves.
For example, you might set a band rule: if BTC weight rises above 45% of portfolio, sell enough to return to 40%. Another rule can buy ETH when it falls below 25% and price is above MA200 on daily candles. Add a cash buffer trigger that pauses new buys if total drawdown hits 12% in 30 days. Each condition is visible, editable and backtestable in the builder.
Portfolio guardrails
Risk controls come first: max position size, max daily spend and stop conditions across all bots. You can cap any single asset at 30% and limit total new exposure to 2% per day. When limits trigger, Coinrule can pause entries, send alerts and keep your plan intact.
Execution across venues
Run the same allocation framework across spot and perps where supported, or keep it spot-only for simplicity. The system normalizes order sizing and timing so your rules behave consistently across connected exchanges.
Portfolio Rebalance
Rebalances to target weights when drift exceeds 3%. Runs weekly and uses limit orders. Pauses new trades if 24h volatility rises above your threshold.
Risk Parity Allocator
Sizes positions so each asset contributes similar risk using ATR. Rebalances monthly and scales down exposure as volatility rises. Designed to smooth portfolio swings.
Minimum Variance Rebalance
Shifts weights toward lower-variance assets using recent volatility. Rebalances every 14 days with a turnover cap. Adds a stable allocation when correlations jump.
Sharpe Targeting Rebalance
Allocates more to assets with stronger risk-adjusted returns over 30 days. Rebalances weekly with min and max weights. Moves to a stable allocation when the signal weakens.
Volatility Regime Switcher
Detects high vs low volatility using ATR bands. In high vol, rotates into defensive weights and tighter limits. In low vol, restores growth weights and wider bands.
Portfolio Rebalance
Rebalances to target weights when drift exceeds 3%. Runs weekly and uses limit orders. Pauses new trades if 24h volatility rises above your threshold.
Risk Parity Allocator
Sizes positions so each asset contributes similar risk using ATR. Rebalances monthly and scales down exposure as volatility rises. Designed to smooth portfolio swings.
Minimum Variance Rebalance
Shifts weights toward lower-variance assets using recent volatility. Rebalances every 14 days with a turnover cap. Adds a stable allocation when correlations jump.
Sharpe Targeting Rebalance
Allocates more to assets with stronger risk-adjusted returns over 30 days. Rebalances weekly with min and max weights. Moves to a stable allocation when the signal weakens.
Volatility Regime Switcher
Detects high vs low volatility using ATR bands. In high vol, rotates into defensive weights and tighter limits. In low vol, restores growth weights and wider bands.
Altcoin Rotation
Rotates a basket of alts using 7-day relative strength. Buys leaders and trims laggards on a schedule. Skips entries during sharp drawdowns.
BTC Dominance Rotation
Adjusts BTC vs alt exposure when dominance breaks key levels. Increases BTC weight on uptrends and reduces it on downtrends. Confirms with a moving average filter.
DCA Accumulator
Splits a fixed budget into scheduled buys, such as $500 per month as four $125 weekly orders. Adds an extra buy if price drops 5% in 4 hours. Pauses when trend turns down.
Volatility Targeted Trend
Follows trend with a moving average filter while targeting a volatility level. Scales size up when volatility falls and down when it rises. Uses a trailing stop to protect gains.
Cross-Asset Correlation Hedge
Adds a hedge when correlation between two assets rises above your threshold. Reduces the more volatile leg and increases stable allocation. Turns the hedge off when correlation normalizes.
Unlike manual rebalancing, you do not need to calculate every trade. Set target weights, choose a rebalance trigger like 2% drift, and define order type and slippage buffers. Coinrule then computes sizes from live balances and executes the plan. You can simulate changes before going live and keep an audit trail for every adjustment.
When you implement Strategic allocation, the hard part is sticking to it during stress. Add rules like: if portfolio drawdown exceeds 10%, reduce all positions by 20% and move to stablecoins. Or, if funding turns strongly positive on perps, cap leverage and tighten stops. These guardrails keep the portfolio aligned with your risk budget, not your mood.
On this platform you can run the same logic across Binance, OKX, Bybit and Bitget without rewriting anything. Allocate per exchange, per account or per strategy group. If you prefer on-chain execution, you can automate via smart accounts and route trades through Li.fi for liquidity. Everything stays transparent with clear position and performance views.
Once a plan is live, consistency matters more than cleverness. Scheduled checks, drift bands and alerts reduce the temptation to overtrade. You can pause, clone or stage changes so updates do not disrupt running rules. That makes it easier to manage a portfolio for months, not minutes.
Explore ToolsFAQ
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Rather than reacting to every candle, bands create a calm decision boundary. You choose what counts as meaningful drift, then let the system act only when that line is crossed. This reduces fees and avoids micro-management. It also makes performance easier to evaluate because the rules stay stable.
Templates are a fast way to start, but they are not a black box. Open any template, inspect each condition and adjust thresholds to match your portfolio. Save versions so you can compare changes over time. This workflow keeps experimentation controlled.
Many investors prefer to add risk only in favorable regimes. A simple filter is: only increase exposure when price is above MA200 on daily candles. Another is to reduce allocation when ATR expands beyond a chosen level. These rules do not predict tops, but they can reduce exposure during unstable periods.
Turnover matters. Use wider bands like 4% to 6% for long-term holdings, or rebalance monthly instead of daily. Prefer limit orders when liquidity is thin and set minimum trade sizes to avoid dust. Small constraints can materially improve net results.
Portfolio views show weights, drift and recent actions at a glance. You can drill into each rule run to see what triggered and what order was sent. Alerts keep you informed without forcing you to watch screens. That clarity helps you stick with the process.
Write down your target mix, your rebalance trigger and your maximum acceptable drawdown. Translate those into a small set of rules, then run them with conservative sizing. Review monthly, not hourly, and iterate from data. Coinrule is built to keep the plan consistent when markets are not.
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