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Rebalance

Status: Live | MCP tool: strategy_rebalance_create

Keep a portfolio at a target mint-to-weight allocation, swapping back toward target whenever drift exceeds drift_threshold_pct. Use it to hold a fixed basket without hand-managing every rotation.

Params

Param Type Default Meaning
wallet_address string required Agent's managed wallet address.
target_allocation dict[mint,float] required Mint -> target weight (e.g. {"SOL": 0.6, "USDC": 0.4}).
drift_threshold_pct float 5.0 Weight drift that triggers a rebalance swap.
interval_seconds int 3600 Tick cadence.
slippage_bps int 50 Max slippage per fill.

Direction (optional, all deterministic signals): direction_mode (auto | long_only | short_only | manual, default auto -- follow the detected market regime, reducing exposure in a bear instead of accumulating), allow_short (bool -- enable real shorts via the perps venue adapter), regime_override (bull | bear | range | volatile -- force a regime instead of trusting detection). All three are deterministic signals, not predictions -- DYOR.

risk (optional dict, all percent units, <= 0 disables that single guard; omitted keys keep the model's safe defaults): max_position_pct, max_portfolio_exposure_pct, max_single_loss_pct, max_drawdown_pct, max_daily_loss_pct.

Example create call

result = await client.call_tool("strategy_rebalance_create", {
    "wallet_address": "<AGENT_PUBLIC_KEY>",
    "target_allocation": {
        "So11111111111111111111111111111111111111112": 0.6,
        "EPjFWdd5AufqSSqeM2qN1xzybapC8G4wEGGkZwyTDt1v": 0.4,
    },
    "drift_threshold_pct": 5.0,
    "interval_seconds": 3600,
})

A successful create returns strategy_id, strategy_type, status, schedule, and managed_signing (whether the wallet has a Turnkey signer -- false means each tick returns an unsigned tx to sign).

Policy interaction

Every create call runs through the same gate stack as a hand-built trade before it persists: rate limiting, identity/capability check, the per-wallet policy_gate (action strategy_create), USD-notional sizing against policy limits, an idempotency check, and the platform kill switch. A wallet without a Turnkey signing key still gets the strategy -- each due tick returns an unsigned transaction for the owner to sign instead of executing autonomously.

Lifecycle

Every strategy type shares one lifecycle surface once created:

  • strategy_status(strategy_id, wallet_address) -- config, state, P&L, next tick.
  • strategy_modify(strategy_id, wallet_address, config_updates=..., risk=..., ...) -- retune in place without losing execution history; fields that define WHAT the strategy trades (target_token / source_token / tracked_wallet / venue / a composite definition) are immutable and refused -- cancel and create a new strategy to change those.
  • strategy_pause / strategy_resume -- manual pause and re-enable.
  • strategy_cancel(strategy_id, wallet_address) -- stop for good (terminal).
  • strategy_list(wallet_address, detail="concise"|"full") -- every strategy the wallet owns.

Full param docs for all six lifecycle tools: MCP tool reference.

See also