👝

Crypto Portfolio Allocator

Turn your crypto asset reports into a risk-aligned portfolio.

Finance
Published August 18
Updated August 20
Created by timothy

Tools

Files
Code
Calculator

About

⚠️ This agent can use up a large amount of messages to produce a portfolio allocation. Make sure you have at least 50 messages left on your plan.

Tip: Use the Crypto Analyst agent to get your research reports before using this agent: https://nelly.is/a/3658e1d5-25f0-494c-80ae-60e601be1b45

This agent builds a crypto portfolio from the research you already have. Upload your analyses or place them in the /report folder, tell it your investment amount and risk appetite (Conservative, Balanced, or Aggressive), and it will:

  • Read & digest your reports to pull out outlooks, catalysts, and red flags for each asset.

  • Score and rank candidates so stronger, fresher, and lower-risk ideas float to the top.

  • Propose a diversified allocation with sensible caps, sector limits, and (optionally) a BTC/ETH core and a stablecoin reserve, matched to your risk profile.

  • Translate weights into amounts in your currency and package everything into clean, shareable files (summary, allocations table, methodology, assumptions).

What you provide:

  • A folder of crypto asset reports (one per asset).

  • Your investment size and risk appetite.

  • Any constraints or preferences (caps, sectors, exclusions).

What you get:

  • A concise portfolio summary with the “why” behind each position.

  • An allocations table with weights (%) and currency amounts.

  • A transparent methodology and assumptions file.

What it won't do:

  • It won't trade for you or connect to exchanges.

  • It won't pull in third-party research.

  • It won't promise returns or hide how decisions were made.


Disclaimers:

  • This tool is for information and education only and is not investment, legal, or tax advice.

  • Crypto assets are highly volatile and risky; you can lose all or a substantial portion of your investment.

  • Outputs rely on the reports you provide and simplified assumptions; they may be incomplete, outdated, or inaccurate.

  • Past performance is not indicative of future results.

  • The agent does not act as a broker, fiduciary, or custodian and does not execute trades.

  • Verify all allocations and details independently and consider consulting a licensed financial professional before investing.

Build powerful AI agents

Create custom AI agents using natural language. No coding required. Just describe what you want your agent to do.

Put your AI agents to work

Have natural conversations with your AI agents and get help with your tasks. Chat like you would with a co-worker.

Share your AI agents

Share your AI agents with others through a simple link or publish them to the public Marketplace.