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Track portfolios, get signals, and run strategies—manage risk and act on opportunities 24/7.
Portfolio monitoring and alerts
DCA and rebalancing without coding
What we build
from $197/ month
A productised n8n workflow for the crypto job you keep doing by hand — set up, hosted and maintained for you.
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
Ready to ship?
Tell us your workflow — we'll send a free scope and timeline within 48 hours. No call needed unless you want one.
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. How we recommend tools
Run the numbers first
Put your own volumes in before the call — 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.
Ships in days
Tell us your workflow and we'll send a free AI build plan for traders — scope, recommended agents, and a go-live timeline — within 48 hours. No obligation.