Crypto Portfolio Rebalance Bot

An automated cryptocurrency portfolio rebalancing bot that maintains target allocations across multiple tokens using CoW Protocol on Base network.

Features

• Automated Rebalancing: Maintains target allocation across 6 crypto assets
• Custom Portfolio Weights: Configure your own allocation percentages (not just equal weights)
• HODL Performance Tracking: Compares rebalancing strategy vs buy-and-hold
• Telegram Integration: Real-time notifications and portfolio status with commands
• CoW Protocol: Uses CoW Protocol for MEV-protected, gas-efficient trades
• Smart Trading Logic: Intelligently handles WETH underweight by selling overweight assets
• Configurable Parameters: Customizable deviation thresholds, trade minimums, and check intervals
• Persistent Data: Saves performance data and continues tracking across restarts

Supported Tokens (Base Network)

• cbBTC (Coinbase Wrapped Bitcoin)
• WETH (Wrapped Ethereum)
• cbXRP (Coinbase Wrapped XRP)
• cbADA (Coinbase Wrapped Cardano)
• cbDOGE (Coinbase Wrapped Dogecoin)
• AAVE (Aave Token)

Installation

Quick Start

1. Clone the repository:

git clone https://github.com/Saga-Labs/rebalancer.git
cd crypto-rebalance-bot

2. Install dependencies:

npm install

3. Copy and configure environment:

cp .env.example .env
# Edit .env with your configuration

4. Start the bot:

npm start

Web Interface

The bot now includes a simple web interface for easier management:

1. Start the web server:

npm run web

2. Open your browser to http://localhost:3000

The web interface allows you to:

• View real-time portfolio status and performance
• Start/stop the bot
• Trigger manual rebalancing
• Update configuration settings
• Monitor HODL vs rebalancing performance

Portfolio Breakdown

Configuration

The bot uses these configurable settings (set in your .env file):

• Deviation Threshold: 3% (triggers rebalancing, was 5% by default)
• Minimum Trade: $3 USD (lowered from $5 for better rebalancing)
• Check Interval: 4 hours (14,400,000 milliseconds)
• Target Weights: Equal allocation (16.67% each) or custom weights
• Slippage Tolerance: 2% below quote for fast execution

Custom Portfolio Weights

You can set custom allocation percentages in your .env file:

# Example: 25% BTC/ETH, 20% XRP, 15% others
CUSTOM_WEIGHTS={"cbBTC": 0.25, "WETH": 0.25, "cbXRP": 0.20, "cbADA": 0.15, "cbDOGE": 0.10, "AAVE": 0.05}

# Example: Conservative allocation
CUSTOM_WEIGHTS={"cbBTC": 0.40, "WETH": 0.30, "cbXRP": 0.10, "cbADA": 0.10, "cbDOGE": 0.05, "AAVE": 0.05}

Note: Weights must add up to 1.0 (100%)

Usage

Run the bot:

node rebalance-bot.js

The bot will:

1. Check current portfolio allocation
2. Compare against target weights (default: equal 16.67% each, or custom weights)
3. Execute trades if any token deviates >3% from target (configurable)
4. Send Telegram notifications (if configured)
5. Wait 4 hours and repeat (configurable)

Telegram Commands

If Telegram is configured, use these commands:

• /status - Current portfolio status and allocations
• /hodl - Detailed HODL vs rebalancing comparison
• /portfolio - Portfolio overview with HODL performance
• /reset_hodl - Reset HODL baseline to current balances
• /debug - Bot configuration and authorization info

How It Works

Rebalancing Strategy

1. Monitor: Checks portfolio every 4 hours
2. Analyze: Calculates current vs target allocations
3. Trade: If deviation >5%, executes rebalancing trades
4. Track: Compares performance vs HODL strategy

Trading Logic

1. Sell Phase: Sells overweight tokens → WETH
2. Buy Phase: Uses WETH to buy underweight tokens
3. Base Token: WETH serves as the trading pair for all swaps

Example Rebalancing

Target: 20% BTC, 20% ETH, 15% others (custom weights)

Before:
- WETH: 13.8% (underweight by 6.2% - exceeds 3% threshold)
- cbDOGE: 16.7% (overweight by 1.7%)
- cbADA: 16.5% (overweight by 1.5%)
- cbXRP: 16.4% (overweight by 1.4%)
- AAVE: 16.6% (overweight by 1.6%)

Action:
- Sell 19.95 cbDOGE → 0.001048 WETH ($4.60)
- Sell 5.31 cbADA → 0.000958 WETH ($4.21)
- Sell 1.24 cbXRP → 0.000900 WETH ($3.95)
- Sell 0.014 AAVE → 0.000978 WETH ($4.29)

After:
- WETH: ~20% (rebalanced to target)
- All others: closer to 15% targets

Performance Tracking

The bot tracks:

• Current Portfolio Value: Real-time portfolio worth
• HODL Comparison: What the portfolio would be worth if never rebalanced
• Rebalancing Performance: Gain/loss from rebalancing strategy
• Trade History: All executed rebalancing trades

Risk Management

• Deviation Threshold: Only trades when significantly out of balance
• Minimum Trade Size: Avoids tiny, inefficient trades
• Slippage Protection: Accepts 2% slippage for fast execution
• Error Handling: Continues operation even if individual trades fail

Files Structure

• rebalance-bot.js - Main bot logic
• config.js - Network and token configurations
• rebalance-data.json - Persistent data storage
• rebalance.log - Trading and error logs

Security Notes

• Store private keys securely (use environment variables)
• Test with small amounts first
• Monitor bot performance regularly
• Keep sufficient ETH for gas fees

Disclaimer

This bot is for educational purposes. Cryptocurrency trading involves risk. Always:

• Test thoroughly before using real funds
• Understand the code before running
• Monitor bot performance
• Be prepared for potential losses

License

MIT License - see LICENSE file for details