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Digital Asset Manager

Stop the emotional rollercoaster. Get AI-powered portfolio intelligence that eliminates FOMO, reduces anxiety, and gives you institutional-grade insights.

Sound Familiar?

Checking prices 50+ times a day
Buying high on FOMO, selling low on panic
Portfolio scattered across 5 apps
No idea what your actual risk exposure is
Missing opportunities while sleeping
Drowning in news, can't filter what matters

Digital Asset Manager

Your 24/7 AI portfolio intelligence system

Unified portfolio view across all assets
Data-driven signals, not emotions
Risk scoring & concentration alerts
Only alerts that actually matter
Opportunity detection 24/7
Curated intel, not noise

What You Get

Portfolio Intelligence

Complete visibility: values, allocations, performance, and correlations at a glance

Risk Analysis

Know your risk score, concentration warnings, and correlation risks before they hurt

Opportunity Radar

Entry points, support levels, upcoming events, and yield opportunities surfaced automatically

Get Started in 2 Minutes

Use the Template

The Digital Asset Manager template is pre-configured with everything you need. Just add your assets and you're done!
1.

Create from Template

Click + New Agent and select the Digital Asset Manager template from the Featured section.

Digital Asset Manager

🔥 Pro Template • Pre-configured

2.

Add Your Portfolio

You have two options to add your holdings:

RECOMMENDEDOption A: Upload a Data Source

Create a CSV file with your holdings and upload it as a Data Source. This way you can update your portfolio anytime without editing the agent.

asset,amount,purchase_price

BTC,0.5,42000

ETH,5,2200

SOL,100,80

USDC,2000,1

QUICK STARTOption B: List in Goal

For a quick test, just list your holdings directly in the goal:

"Track my portfolio: 0.5 BTC, 5 ETH, 100 SOL, $2,000 USDC. Alert me on 5%+ moves and give me a daily report at 6 PM."
3.

Deploy & Relax

Hit Create Agent. Your AI manager runs every hour, watching everything so you don't have to.

Agent deployed and monitoring 24/7

Sample Daily Report

Daily Portfolio Report

Portfolio: $47,823 +$1,247 (+2.6%)

Market Pulse

Sentiment

Bullish

Fear & Greed

62 (Greed)

BTC Dominance

52.3%

Top Narrative

AI Tokens

Holdings

BTC0.5
$21,500+1.8%45%
ETH5
$16,250+3.2%34%
SOL100
$8,073+5.1%17%
USDCReserve
$2,0000%4%

Risk Analysis

⚠️ Concentration Alert

79% in 2 assets (BTC+ETH). Consider diversifying.

Risk Score

6/10 (Moderate)

Opportunity Radar

ETH staking yield at 4.2% APY via Lido
SOL approaching support at $75 (historical bounce zone)
Ethereum Dencun upgrade in 12 days

Smart Alerts

Get notified only when something actually matters:

SOL up 8% in 4 hours

Jumped from $74 to $80. Jupiter DEX announced token launch on Solana. Volume 3x average. Your position: +$644 today.

Portfolio drawdown: -12%

Down from $54k peak. This is within normal volatility. BTC dropped due to ETF outflows. Historical context: Similar 12% dips recovered within 2 weeks 4 out of 5 times in 2024.

Why This Works

BeforeWith AI Manager
Price checking50+ times/dayOnly when it matters
News filteringHours scrolling Twitter30-second summary
Risk awareness???Clear score + alerts
Decision makingEmotional reactionsData-driven signals
Sleep qualityAnxiousPeaceful

Investment

Monthly cost

~$10

~500 credits/month

(Hourly checks + daily reports)

Less than one bad trade costs you. Way less than a Bloomberg Terminal.

Start Managing Your Portfolio Intelligently

Deploy your Digital Asset Manager in 2 minutes. Let AI handle the monitoring while you focus on what matters.

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