Loading…
Loading…
Track portfolios, get signals, and run strategies—manage risk and act on opportunities 24/7.
Portfolio monitoring and alerts
DCA and rebalancing without coding
An AI crypto agent, in the version worth running, is read-only: it watches wallets, positions and transactions through indexer and exchange interfaces, classifies what happened, drafts the alert or the report, and never holds a key that can move funds. For a crypto business that means KYC/AML screening at onboarding and continuously, reconciliation of exchange, chain and ledger balances, and security alert triage on the infrastructure; for an individual it means monitoring and analysis, not trading. The “AI trading agent” that executes on its own is a different product with a track record of losing money for confident reasons.
If two of these are yours, the processes below are where to start. Free audit — or read on.
What we build
from $297/ month
3 ready crypto workflows on n8n — set up, hosted and maintained for you. You keep the JSON.
from $2,000one-time
Built for your systems and rules on Claude and n8n. Live in 2–4 weeks with documentation and a walkthrough; maintenance optional from $99/month.
Case study
Automated Rebalancing Across 12 Exchanges — AI Crypto Agent for a Digital Asset Fund
What you get
The 4 outcomes teams name first — measured on the process, not promised in a deck.
Real-time portfolio tracking and PnL across wallets and exchanges
Signals and alerts so you can act on opportunities or risk
Automated strategies (e.g. DCA, rebalancing) without coding bots
On-chain and sentiment insights in one place
Real deployments
Real outcomes from real builds — not marketing copy.
All case studiesAutomated Rebalancing Across 12 Exchanges
How a digital asset fund used an AI crypto agent to automate portfolio rebalancing across 12 exchanges—reducing execution costs by 40% and eliminating manual overnight monitoring.
Read deployment →—24/7 Portfolio Monitoring Cuts Response Time by 85%
How a 3-person DeFi fund used an AI crypto agent to monitor $12M across 5 chains 24/7, cutting risk response time by 85% and automating daily P&L reporting.
Read deployment →How it works
3 steps, none of them yours to code.
Use cases
Problem
Tracking across wallets and exchanges is manual and slow.
Solution
Connect wallets and exchanges; aggregate positions and PnL, send alerts on thresholds or opportunities.
What you get
How to get started
Tools: 3Commas, TradeSanta, Token Metrics
Problem
Crypto moves 24/7 across thousands of tokens. Manually tracking sentiment, on-chain flows, and news is impossible at scale.
Solution
The agent aggregates social sentiment, on-chain metrics (whale movement, exchange flows), and news into daily or real-time summaries. You get actionable insights without the noise.
What you get
How to get started
Tools: Token Metrics, Arkham, Santiment
Problem
Crypto markets move 24/7 and on-chain threats (phishing approvals, rug pulls, exploits) can drain wallets in minutes. Manual monitoring is impossible at scale.
Solution
The AI agent watches your wallets and connected protocols continuously. It analyzes transaction patterns, checks smart contract risks, monitors whale activity, and sends instant alerts when action is needed.
What you get
How to get started
Tools: Nansen, Arkham Intelligence, De.Fi
Problem
Crypto taxes are complex. Tracking cost basis across exchanges, DeFi protocols, and wallets is error-prone and time-consuming.
Solution
Connect all accounts. The agent reconciles transactions, calculates short- and long-term gains, and generates IRS-ready reports. Handles DeFi, staking, and airdrops automatically.
What you get
How to get started
Tools: CoinTracker, Koinly, TokenTax
Problem
DeFi yields change constantly across dozens of protocols. Manually checking positions for rate drops, impermanent loss, and better opportunities is exhausting and error-prone.
Solution
The AI agent tracks your liquidity positions, staking rewards, and lending rates across protocols. It alerts you when yields drop below thresholds, detects impermanent loss risk, and surfaces higher-yield alternatives for your asset pairs.
What you get
How to get started
Tools: Token Metrics, 3Commas, Arkham
Problem
Crypto tax reporting is a nightmare: transactions span multiple exchanges, wallets, and chains. Cost basis tracking breaks down with DeFi swaps, bridging, and airdrops.
Solution
The AI agent pulls transaction history from all connected wallets and exchanges, reconciles transfers, classifies income types (trading, staking, airdrops), calculates gains using your preferred method (FIFO, LIFO, HIFO), and exports reports for your tax preparer or software.
What you get
How to get started
Tools: Token Metrics, CoinTracker, Koinly
Problem
Crypto businesses (exchanges, DeFi platforms, custodians) face growing regulatory requirements for AML, KYC, and transaction monitoring. Manual compliance teams can't keep up with transaction volume, and delayed screening creates regulatory risk. FATF travel rule compliance, sanctions screening, and suspicious activity reporting require analyzing thousands of transactions daily against constantly updated watchlists.
Solution
The AI agent monitors on-chain and off-chain transactions in real time, screens wallet addresses against sanctions lists (OFAC, EU, UN) and known-risk databases (Chainalysis, Elliptic), analyzes transaction patterns for suspicious behavior (structuring, layering, rapid movement), and auto-generates SAR (Suspicious Activity Report) drafts for compliance officers to review. It adapts to new regulatory requirements as they're published.
What you get
How to get started
Tools: Chainalysis, Elliptic, TRM Labs
Workflows we build
Each blueprint shows the trigger, the steps with the n8n nodes named, the guardrails and an importable template — and what it costs to have us run it for you.
All blueprints| Workflow | Department | Steps | Managed | Custom build |
|---|---|---|---|---|
| KYC/AML Monitoring AutomationHits arrive as cases with the match evidence, the customer's profile and the agent's draft assessment of whether the match is genuine. Analysts clear false positives in seconds and spend time on real risk. Monitoring is continuous, and the audit trail is generated as the work happens. | Finance & accounting | 8 | $297/month | $8,000–15,000 one-time |
| Financial Reconciliation with AIEvery morning the ledger is matched to yesterday's bank and processor activity. Auto-matches are posted, proposed entries for known patterns (fees, FX, timing) wait for one-click approval, and the controller sees only the genuinely unexplained breaks with the agent's best explanation attached. Close time drops from days to hours. | Finance & accounting | 8 | $297/month | $5,000–9,000 one-time |
| Automated Security Alert TriageBenign patterns are closed automatically with an audit trail. Analysts open a queue ranked by risk where every alert carries the context they would have spent twenty minutes collecting. Mean time to triage falls, escalations are more accurate, and the weekly noise report tells the team exactly which detection rules to tune. | Security & IT | 8 | $297/month | $6,000–12,000 one-time |
Ready to ship?
Tell us your workflow — the free audit sends a one-page plan with scope and timeline in minutes. No call.
Is this for you?
Not quite? Take a look at ai coding agent — the closest neighbour.
Background
Assist with portfolio management, DeFi strategy execution, and on-chain analysis. Monitor wallet activity, execute trades from signals, and surface risk management insights for crypto and DeFi participants.
AI crypto agents track portfolios 24/7 and run automated strategies like DCA and rebalancing. Connect your exchange and optional wallet; set alerts and rules in the dashboard. No custom bots—just configure and run. Never share full-access keys; use read-only or restricted APIs where possible.
Unlike a generic chatbot or manual process, an AI crypto agent runs autonomously and integrates with your existing tools. Gartner projects that by 2026, over 80% of enterprises will have used GenAI APIs or applications.
Build, buy, or done-for-you
Pick the path that fits your team and timeline. Most companies start with one and grow into the others.
Wire up a ready platform yourself. Best for hands-on teams comfortable configuring software.
We scope, build, and deploy your agent — integrated with your CRM and tools. Best for teams that want it live in days, not months.
See the ROI and cost before you commit — useful for justifying the decision internally.
Prefer to build it yourself?
If you’d rather DIY, these are the tools we’d reach for. Each lets traders run an AI crypto agent without writing code.
| Tool | Best for |
|---|---|
| Automated trading bots | |
| Portfolio and trading automation | |
| AI-driven crypto research | |
| Crowdsourced AI predictions | |
| On-chain intelligence |
We may earn a commission when you sign up via our links. About the studio
Run the numbers first
Put your own volumes in before you ask for the plan — every calculator is free and needs no sign-up.
FAQ
No. According to G2 and vendor documentation, most crypto tools are no-code: connect your exchange (and optionally wallet), set strategy or alerts in the dashboard, and it runs. Advanced users can use APIs for custom logic; not required.
Use read-only or restricted API keys where possible (e.g. no withdrawal permissions). Only grant trading permissions if you trust the tool and understand the risks. Never share seed phrases or full-access keys.
Crypto agents often include portfolio tracking, research, and signals—not just execution. Some offer prebuilt strategies (DCA, rebalancing) without code. Traditional bots are often code-your-own or script-based.
No. Crypto is volatile and past performance doesn't guarantee future results. These tools help you monitor, automate, and act on rules—they don't remove risk. Use them to execute your strategy, not as a substitute for due diligence.
For monitoring, analysis and alerts: a read-only setup over your exchange APIs and public addresses, with the model classifying and explaining and rules deciding what is an alert. For execution: nothing autonomous. A model that can both read and spend is the failure mode in every incident write-up, and no backtest survives the first regime change. Rebalancing proposals with a person confirming each trade is the honest middle.
It is as safe as the permissions you grant. Read-only exchange keys and public addresses expose nothing that can be moved; withdrawal-enabled keys expose everything. The workflows here never ask for a signing key, run in your own account, and log every read — which is also what a compliance review will ask to see.
A trading bot executes a fixed strategy; an AI agent reads unstructured information — news, on-chain activity, filings — and reasons about it. That makes the agent better at monitoring and worse at trading: its edge is explaining what happened, not predicting what will. Use it for the reading; keep any execution behind a person or a rule you wrote.
Choose your path
Ships in days
Tell us your workflow and the free audit sends a one-page plan for traders — scope, recommended agents, and a go-live timeline — by email within minutes. No call, no obligation.