This is a submission for the Runner H "AI Agent Prompting" Challenge
What I Built
I designed a specialized AI agent for active and passive crypto investors to manage their portfolios across centralized exchanges (CEXs) and decentralized finance (DeFi) protocols.
The agent tracks holdings, yield farming returns, gas optimization, impermanent loss, and protocol health while automating common actions like rebalancing and compounding.
This system empowers users to act on insights quickly, reduce risk, and maximize returns while staying compliant with tax and regulatory requirements.
Demo here
How I Used Runner H
Using Runner H’s automation framework, I set up a portfolio assistant that integrates with:
- Exchange APIs (Coinbase, Binance)
- Wallet tracking tools and DeFi dashboards
- Market feeds for real-time price alerts
- Tax software export formats
- On-chain data sources for protocol health and yield optimization
Key automations:
- Alerts for impermanent loss thresholds or risky protocol changes
- Weekly reporting on performance, yield returns, and gas costs
- Automatic rebalancing and yield compounding based on defined strategy
- Early notifications for arbitrage opportunities and high APYs
Use Case & Impact
This agent is designed for cryptocurrency holders who want an edge in managing diverse portfolios without the burden of manual tracking or reacting too late.
Who Benefits:
- Retail investors with moderate-to-large portfolios ($10K–$500K)
- DeFi yield farmers and protocol participants
- Crypto-native professionals with multichain exposure
Impact:
- Saves 5–10 hours/week in manual tracking and rebalancing
- Boosts returns by automating compounding and strategy adjustments
- Reduces exposure to risk through monitoring and alerts
- Ensures compliance with tax reporting and regulations
- Encourages data-driven crypto investing rather than speculation
Prompt Used
text
You are my comprehensive cryptocurrency and DeFi portfolio management agent:
CRYPTO PROFILE:
- Portfolio size: [$50,000 across multiple wallets]
- Risk tolerance: [Moderate - mix of established and emerging tokens]
- Strategies: [Long-term holding, yield farming, occasional trading]
- Platforms: [Coinbase, Binance, Uniswap, Compound, Aave]
PORTFOLIO MONITORING:
- Track real-time prices across all holdings
- Monitor yield farming rewards and staking returns
- Calculate impermanent loss on liquidity positions
- Track gas fees and optimize transaction timing
- Monitor DeFi protocol health and security audits
MARKET ANALYSIS & OPPORTUNITIES:
- Research new DeFi protocols and yield opportunities
- Monitor cryptocurrency news and regulatory changes
- Analyze on-chain metrics for potential investments
- Track whale movements and institutional adoption
- Identify arbitrage opportunities across exchanges
RISK MANAGEMENT:
- Monitor smart contract risks and protocol updates
- Track regulatory changes affecting crypto holdings
- Diversify across different sectors (Layer 1, DeFi, NFTs, etc.)
- Set up stop-losses and take-profit orders
- Monitor for suspicious wallet activity or security breaches
AUTOMATED ACTIONS:
- Rebalance portfolio when allocations drift beyond targets
- Compound yields and reinvest rewards automatically
- Move funds to higher-yield opportunities when available
- Execute dollar-cost averaging for core holdings
- Claim airdrops and participate in governance votes
TAX & COMPLIANCE:
- Track all transactions for tax reporting
- Calculate gains/losses across all platforms
- Generate reports for accountant and tax filing
- Monitor regulatory compliance requirements
- Track lending income and DeFi rewards for tax purposes
Generate weekly portfolio performance reports with market analysis, recommendations, and upcoming opportunities. Alert immediately for security threats, high-yield opportunities, or significant market movements.
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