Portfolio Agents

Portfolio Agents are autonomous assistants that manage your portfolio based on your custom investment strategy. Configure time-based triggers to automatically analyze, monitor, and suggest actions for your portfolio according to your investment goals.

What Are Portfolio Agents?

A Portfolio Agent is your automated investment assistant. Instead of manually checking your portfolio every day, the agent does it for you on a schedule. You define:

• Action Type: Whether the agent should recommend actions (analysis only) or edit your portfolio directly
• Investment Strategy:Your overall approach and goals (e.g., "Focus on long-term growth with 70% BTC/ETH")
• Triggers: Scheduled tasks that run automatically (e.g., daily analysis at 9 AM, weekly rebalance check)
• Prompts: Specific instructions for what the agent should do when each trigger fires

The agent executes these triggers on schedule and provides analysis, recommendations, and insights based on your portfolio's current state and your defined strategy.

Action Types

When creating an agent, you choose one of two action types that determines what the agent can do:

Recommend Mode

The agent analyzes your portfolio and provides recommendations, insights, and rationales — but does not modify your holdings. This mode works on any portfolio, whether staged mode is enabled or not.

• Reads portfolio data, market insights, and news
• Creates rationales and analysis summaries
• Suggests rebalancing actions without executing them
• Works on all portfolios (staged and non-staged)

Edit Mode

The agent can directly modify your portfolio by adding or removing coins, creating or updating wallets, and committing changes. This mode requires staged mode to be enabled, ensuring all changes are tracked through the commit history.

• Everything in Recommend mode, plus:
• Add or remove coins from wallets
• Create, update, or delete wallets
• Adjust target weights and allocations
• Requires staged mode — you cannot disable staged mode while an edit agent is active

Example Portfolio Agent

How It Works

1. Choose Your Action Type

Select whether the agent should operate in Recommend mode (analysis only) or Edit mode (can modify your portfolio). Edit mode is only available for portfolios with staged mode enabled.

2. Define Your Strategy

Describe your overall investment approach. This guides all agent decisions and analysis. Be specific about:

• Your core holdings and target allocations
• Risk tolerance and rebalancing thresholds
• Time horizon (short-term trading vs. long-term holding)
• Any specific rules or constraints

3. Create Triggers

Triggers are scheduled tasks that activate your agent. Each trigger has:

4. Agent Executes on Schedule

When a trigger's schedule fires, the agent:

1. Fetches your current portfolio data
2. Analyzes based on the trigger's prompt and your strategy
3. Generates recommendations or insights
4. In Edit mode, applies portfolio changes as staged commits
5. Records the execution results

You can review all past executions to see what the agent analyzed and recommended.

Execution History

Every time a trigger runs, the execution is recorded. The most recent execution appears on your portfolio's agent page. You can review:

• When the trigger executed
• Which trigger fired (Daily Analysis, Weekly Check, etc.)
• The result and recommendations
• Execution status (success, error, running)
• Duration of the execution

Common Use Cases

Daily Portfolio Monitoring

Set up a trigger that runs every morning to check your portfolio's performance and alert you to significant changes.

Rebalancing Alerts

Automatically check if your portfolio needs rebalancing based on your target allocations.

Profit-Taking Opportunities

Monitor for profit-taking opportunities based on your average cost basis.

Market Condition Analysis

Combine portfolio data with market sentiment to make informed decisions.

Scheduling Your Triggers

Triggers use cron expressions to define when they should run. Common patterns:

Best Practices

Write Clear Strategies

Your strategy should be detailed enough to guide agent decisions but flexible enough to adapt to market conditions. Include:

• Target allocations and acceptable deviation ranges
• Profit-taking thresholds
• Risk management rules
• Time horizon and trading frequency preferences

Create Specific Prompts

Each trigger prompt should be focused and actionable. Instead of:

Be specific:

Start Simple, Then Expand

Begin with one or two triggers for your most important tasks. Once you see how the agent performs, add more specialized triggers.

Review Execution History Regularly

Check your agent's execution history to see what insights and recommendations it's providing. This helps you refine your strategy and prompts over time.

Activating and Deactivating

Agent Status

You can toggle your agent on or off at any time. When deactivated:

• No triggers will execute
• Scheduled tasks are paused
• Your configuration is preserved
• You can reactivate anytime

Individual Trigger Status

You can also enable/disable individual triggers. This is useful when you want to temporarily pause specific tasks without stopping the entire agent.

Limitations

• Staged mode for edit agents: Edit mode agents require staged mode enabled. Staged mode cannot be disabled while an edit agent is active. Recommend mode works on any portfolio.
• One agent per portfolio: Each portfolio can have only one agent, but that agent can have multiple triggers
• No external trades: Edit mode agents modify your portfolio structure (coins, wallets, weights) but do not execute actual trades on exchanges
• Schedule-based:Agents operate on time-based triggers, not event-based (e.g., not "when BTC hits $50,000")

Frequently Asked Questions

Can I have multiple agents?

Each portfolio can have one agent, but you can create multiple portfolios with different agents. This is useful for managing different investment strategies (e.g., one portfolio for long-term holds, another for active trading).

What happens if a trigger fails?

Failed executions are recorded in the execution history with an error status. The agent will continue attempting future scheduled executions. Review failed executions to understand and fix any issues.

Can the agent modify my portfolio?

In Recommend mode, agents are read-only and provide analysis and suggestions only. In Edit mode, agents can add or remove coins, create wallets, and adjust weights — all tracked through staged commits so you can review every change. Agents do not execute trades on external exchanges.

How do I update my agent's strategy?

Navigate to your portfolio, click the "Agent" tab. Use "Edit" in the Strategy section to update your investment strategy, or "Manage" in the Triggers section to add, edit, or remove triggers. Each opens a dedicated screen for focused editing.

Can I see what data the agent accesses?

Yes. Agents access your portfolio summary data including coin holdings, wallets, average cost basis, and current market prices. They also access market insights like the Fear & Greed Index. All data accessed is visible in your dashboard.

Strategy Examples

Not sure what to write in the strategy field? The MyHold blog has a guide with ten ready-to-use strategies — from conservative rebalancing to high-risk meme coin momentum — that you can paste directly into your agent.

Getting Started

Ready to create your first Portfolio Agent?

1. Go to one of your portfolios (or create a new portfolio)
2. For Edit mode, enable staged mode in portfolio settings (not required for Recommend mode)
3. Click the "Agent" tab
4. Click "Create Agent" to open the strategy screen
5. Choose your action type (Recommend or Edit) and write your strategy
6. Click "Manage" in the Triggers section to add triggers
7. Add one or more triggers with schedules and activate

Your agent will now execute on schedule and provide insights based on your portfolio's performance and your defined strategy.

For Developers

If you're building an integration, check out the API Documentation for programmatic access to Portfolio Agents.

Developers can integrate with MyHold App using our REST API. See the API Documentation for details.