Autonomous portfolio management
Define your investment strategy and let AI agents execute it. Choose Recommend mode for read-only analysis, or Edit mode to let the agent manage your portfolio autonomously.
Portfolio Agent Demo
Actual components from the app with sample data
Portfolio Agent
Strategy
Maintain a balanced portfolio with 50% BTC, 30% ETH, and 20% in high-growth altcoins. Rebalance if any allocation drifts more than 5% from target.
Time Triggers (2)
Weekly Rebalance Check
Analyze current portfolio allocations and rebalance if any coin has drifted more than 5% from its target weight.
Daily Market Scanner
Check Fear & Greed index. If below 25 (Extreme Fear), identify buying opportunities aligned with strategy.
Execution History
3 executionsPortfolio Rebalanced Successfully
BTC was at 55% (target 50%). Trimmed 0.08 BTC to restore balance. ETH increased from 26% to 30%.
No action needed. All allocations within 2% of targets. Portfolio in balance.
Market scan complete. Fear & Greed at 38 (Fear). No extreme fear buying opportunity triggered. Monitoring.
Actual agent components with sample executions
These are the same components used in the actual app. Sign up free to use them with your real data.
Why Portfolio Agents?
AI-Powered Decisions
Agents analyze your portfolio and market conditions to make data-driven decisions aligned with your strategy.
Scheduled Execution
Set cron-based schedules for triggers—daily, weekly, or custom intervals in your timezone.
Full Control & Transparency
Review every execution with detailed logs. Pause, edit, or disable agents at any time.
Custom Triggers
Define multiple triggers with specific prompts. Each trigger can run on its own schedule.
How It Works
Define your strategy
Write your investment strategy in plain language on a dedicated screen—the agent will follow it.
Set up triggers
Open the triggers screen to add cron-scheduled tasks with specific prompts for each action.
Activate the agent
Turn on the agent and it will start executing your strategy autonomously.
Review executions
Monitor the execution history to see what actions the agent took and why.