Automation

Creating Strategies

Define trading strategies in plain English. Your AI agent executes them automatically, following your permission rules.

What is a Strategy?

A strategy is an instruction you give to your AI agent. It combines:

📝

Prompt

Your trading logic in plain English

⏰

Schedule

When to run (cron or triggers)

💰

Budget

Max spend per execution

Trigger Types

Scheduled (Cron)

Run your strategy on a fixed schedule — hourly, daily, weekly, or custom cron expressions.

0 * * * * → Every hour
0 9 * * * → Daily at 9 AM
0 9 * * 1 → Weekly on Monday
0 9 1 * * → Monthly on the 1st

Price Triggered

Coming Soon

Execute when a token hits a specific price target. Great for limit orders and buying dips.

Example: "Buy ETH when price drops below $2,000"

Example Strategies

Simple DCA

"Buy $50 of ETH"

Weekly on Monday at 9 AM

Classic dollar-cost averaging. Buy a fixed amount regularly regardless of price.

Smart DCA

"Buy $50 of ETH, but only if the price is below the 7-day moving average. If price is above average, skip this week."

Weekly on Monday at 9 AM

Only buy during dips. The AI checks the price trend before executing.

Portfolio Rebalance

"Check my current portfolio. If any position is more than 10% off from 50% ETH / 30% USDC / 20% UNI, rebalance to target allocations."

Monthly on the 1st

Automatically maintain your target asset allocation.

Momentum Trading

"Analyze ETH price action over the last 24 hours. If RSI is below 30 (oversold), buy $100. If RSI is above 70 (overbought), sell 10% of holdings. Otherwise, do nothing."

Every 4 hours

Use technical indicators to guide trading decisions.

Creating a Strategy

Step 1: Write Your Prompt

Describe what you want in plain English. Be specific about:

  • •What action to take (buy, sell, swap)
  • •Which tokens are involved
  • •Conditions for execution (optional)
  • •What to do if conditions aren't met

Step 2: Set a Schedule

Choose when the strategy runs. Common options:

Hourly0 * * * *
Every 4 hours0 */4 * * *
Daily at 9 AM0 9 * * *
Weekly Monday0 9 * * 1
Twice daily0 9,21 * * *
Monthly0 9 1 * *

Step 3: Set a Budget

Define the maximum amount the strategy can spend per execution:

  • •Max per execution: Caps each individual run
  • •Monthly cap (optional): Total spending limit per month
💡 Tip:

Strategy budgets work alongside your wallet's permission settings. If a strategy tries to spend more than your auto-approve limit, you'll need to approve it manually.

How Execution Works

1

Trigger fires

Schedule is reached or price condition is met

2

AI analyzes

Reads your prompt, checks market data, decides action

3

Permission check

Transaction is validated against your permission rules

4

Execute or skip

If approved: execute on-chain. If not: log reasoning and skip.

Ready to Create Your Strategy?

Start with a simple DCA strategy and expand from there.

Create Strategy →
← MCP SetupNext: Permissions →