Holderlab

Launch Holderlab, connect your wallets and exchanges, and watch every coin land in one workspace. Start by importing API keys from the platforms you already trade on, choose your base currency, and create an allocation goal. Use the allocation builder to scan thousands of candidate mixes under your constraints (assets, caps, exclusions, liquidity filters). Compare options by volatility, drawdown, and return, then lock in a target model. Save multiple templates—conservative, balanced, or aggressive—and switch between them as market conditions change.

Next, turn that model into a live workflow. Pick how you want balances kept in line: a calendar schedule (daily, weekly, monthly) or drift bands that only trade when weights move outside your tolerance. Before you automate, run a historical simulation across your chosen dates with fee and slippage settings to see how often it would have traded and what the results might have looked like. When you’re satisfied, enable the rebalancer. It will calculate orders and execute via your connected accounts, with notifications for each cycle and a full activity log so you can audit every step. Pause, resume, or edit rules anytime without rebuilding your portfolio from scratch.

Use the research tools to decide what belongs in your mix. Explore a correlation heatmap across different time windows to spot assets that move together—or act as hedges. Filter by volume to avoid thin markets. Test scenarios such as sharp rallies or pullbacks and compare your model to simple benchmarks like BTC-only or BTC/ETH. If you prefer a head start, open the community library, review public portfolios with performance stats, and copy one into your workspace. Apply your own limits (for example, exclude certain tokens or set a maximum weight) before deploying.

For teams and developers, Holderlab exposes an API to unify data and execution. Pull balances and transactions, request suggested rebalance orders, and push trades back to linked exchanges from your internal systems. Map multiple client accounts to a single dashboard and run batch optimizations at scale. If you already have a predefined allocation, paste in symbols and weights to run a quick backtest, then schedule maintenance rules from there. Built-in guides and articles walk through setup, integrations, and best practices so you can move from experiment to production without guesswork.