Portfolio Agent

Agents are well suited for protecting a user's crypto portfolio. It can constantly monitor all of the user's positions across all chains and protocols. Preventing liquidations, managing funding costs, and watching price action for known behaviors that can lead to loss. A portfolio agent will have the primary task of protecting wealth.

Another major use case will be portfolio balancing. An agent can have an overview of the markets and an understanding of a user's investment goals to rebalance the portfolio and keep a degree of safety and diversification.

Goals

The primary goal of the trading agent is as follows.

  1. Listen to the user for instructions on portfolio development and protection.

  2. Understand the requests set by the user.

  3. Plan and prepare actions needed to protect the portfolio.

  4. Monitor the market conditions and sentiment concerning the safety of the portfolio.

  5. Simulate the transaction before executing.

  6. Make sure the trade does not violate the risk limits.

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