Step 1: Define portfolio management goals
Start by defining what you want your AI agent to achieve with your crypto wallet. Common portfolio management goals include:
Rebalancing: Ensuring the portfolio stays aligned with the desired allocation (e.g., 50% Bitcoin (BTC), 30% Ether (ETH) and 20% stablecoins).
Risk management: Adjusting allocations based on market conditions or volatility.
Diversification: Ensuring the portfolio is spread across a variety of assets to minimize risk.
Yield optimization: Allocating assets to maximize returns through yield farming or staking opportunities.
Your AI agent will analyze your portfolio and automatically rebalance it on a regular basis every month to keep your crypto allocation within the desired percentages, adding stablecoins when volatility is high or increasing exposure to promising altcoins during a bull market.