AI-managed crypto allocation
Capital Wertholm analyses live market data, assigns a risk-weighted allocation, and sets your portfolio live without manual trading decisions.
Preview above: live allocation view showing current exposure, drawdown limits, and rebalancing status across a model portfolio.
Methodology
The engine processes price, volume, and volatility data continuously, then converts that output into a position sized to your stated risk tolerance.
Price and order-book data from major exchanges is pulled and normalised on a rolling basis, not at fixed daily intervals.
Position sizing is derived from volatility and correlation across assets, limiting concentration in any single token.
When exposure drifts beyond set thresholds, positions are adjusted without requiring manual intervention.
Underneath, the platform runs a supervised model trained on historical and streaming market data, validated against out-of-sample periods before any allocation logic is deployed to live accounts.
Onboarding
No lengthy questionnaires or manual fund transfers to configure. The workflow is built to remove friction at every stage.
Choose from predefined risk bands or adjust exposure limits manually in a short form.
Connect a supported wallet or exchange account to allocate initial capital.
The portfolio goes live immediately, with allocation and monitoring handled automatically.
Typical setup time
Measured from account creation to first live allocation.
Data intelligence
The model updates its view of market conditions continuously, rather than relying on a single static forecast. This allows allocation to respond to shifts in volatility as they happen, not after a reporting delay.
Transparency
We describe the mechanics behind the platform rather than relying on endorsements, so you can assess the approach on its own terms.
Market data is sourced directly from major exchange APIs, covering price, volume, and order-book depth across supported assets.
Allocation logic is tested against historical periods excluded from training, and reviewed before any update reaches live accounts.
Account data and credentials are encrypted in transit and at rest, with access controls applied across all platform services.
Questions
Straightforward answers to the concerns we hear most often about AI-managed allocation and crypto volatility.
No. The model is designed to manage allocation and risk according to your settings; it does not predict outcomes with certainty, and crypto asset values can fall as well as rise.
Rebalancing can occur within minutes of a threshold being breached, though frequency depends on market conditions and your chosen risk band.
Yes. You can select a predefined risk band during setup or adjust exposure and drawdown limits manually at any time.
The model is built to reduce exposure automatically when volatility exceeds your set thresholds, rather than holding a fixed position through sharp moves.
Funds are held through supported wallet or exchange integrations; Capital Wertholm directs allocation but does not take custody of client capital outside those arrangements.
Risk disclosure: cryptocurrency assets are volatile and capital is at risk. Past model performance, where shown, does not guarantee future results. This platform does not constitute personal financial advice.
Define your risk profile, connect an account, and activate the model — no lengthy forms required.
Create your portfolio