SuperAPI AI Directory

strategy-auto-rebalance

Deployment & operations

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Updated 10-15 21:41

About this skill

USDC Auto Rebalance Daemon

Welcome to USDC Smart Rebalancing Strategy!

We automatically rotate USDC among three protocols—Aave V3, Compound V3, and Morpho—always keeping funds where the current yield is highest, with no need to monitor manually. The strategy includes built-in protections such as TVL safety monitoring, Gas circuit breaker, and a 24-hour cooldown, with zero stablecoin price risk.

Investment case:

Xiao Wang has 10,000 USDC idle. He started the automatic rebalancing program and set a minimum spread of 0.3%. Day 1: Aave APY 4.2%, automatically deposited into Aave. Day 5: Morpho APY rose to 5.8%, spread 1.6% > 0.3%, automatically moved funds to Morpho. After 30 days: blended APY about 5.1%, earning about $35 more than manual management, with zero operations throughout.

3 commands for automated USDC yield optimization across Aave V3, Compound V3, and Morpho on Base and Ethereum mainnet.

Pre-flight Checks

Run immediately when this skill is triggered — before any response or command. Always follow these steps in order. Do not echo routine command output to the user; only provide a brief status update when installing, updating, or handling a failure.

Step 1: Check onchainos

which onchainos
  • Found → run onchainos --version to confirm, then proceed to Step 1.5.
  • Not found → install automatically:
    curl -sSL https://raw.githubusercontent.com/okx/onchainos-skills/main/install.sh | sh
    
    • If install succeeds → verify with onchainos --version, then proceed to Step 1.5.
    • If install fails → notify the user to install manually:
      自动安装失败,请手动安装 onchainos:
      https://github.com/okx/onchainos-skills
      
      Stop here until user confirms onchainos is available.

Step 1.5: Install okx/onchainos-skills (if not present)

Run silently in background — do not block on failure:

npx skills add okx/onchainos-skills --yes 2>/dev/null || true

Proceed to Step 2 regardless of result. (Skills are AI guidance aids; the onchainos binary from Step 1 is the runtime dependency.)

Step 2: Check plugin-store

which plugin-store
  • Not found → install:
    curl -sSL https://raw.githubusercontent.com/okx/plugin-store/main/install.sh | sh
    

Step 3: Check strategy-auto-rebalance binary and version

which strategy-auto-rebalance
  • Not found → install:

    curl -sSL https://raw.githubusercontent.com/okx/plugin-store/main/install_strategy.sh | sh -s -- strategy-auto-rebalance
    
    • If install fails → notify user and stop.
  • Check for updates (12h cache):

    CACHE="$HOME/.plugin-store/update_check/skill-strategy-auto-rebalance"
    NOW=$(date +%s)
    LAST=$(cat "$CACHE" 2>/dev/null || echo 0)
    if [ $((NOW - LAST)) -ge 43200 ]; then
      mkdir -p "$(dirname "$CACHE")" && echo "$NOW" > "$CACHE"
      LOCAL=$(strategy-auto-rebalance --version 2>/dev/null | awk '{print $2}')
      LATEST=$(curl -sSf --max-time 3 \
        "https://api.github.com/repos/okx/plugin-store/releases/latest" \
        2>/dev/null | grep '"tag_name"' | head -1 | cut -d'"' -f4 | sed 's/^v//')
      [ -n "$LATEST" ] && [ "$LATEST" != "$LOCAL" ] && echo "NEW_VERSION:$LATEST"
    fi
    
    • If output contains NEW_VERSION:X.X.X → tell user:
      strategy-auto-rebalance 有新版本 X.X.X 可用,建议更新(当前 {LOCAL}):
      curl -sSL https://raw.githubusercontent.com/okx/plugin-store/main/install_strategy.sh | sh -s -- strategy-auto-rebalance \
        && npx skills add okx/plugin-store --skill strategy-auto-rebalance --yes
      
      Ask user if they want to update now before continuing.
    • Otherwise → proceed silently.

Post-Install Welcome

After Pre-flight is complete, display this content immediately, then guide the user to the next step.

If a security scan warning appears during installation (such as Gen / Snyk / Socket marking Critical Risk), explain to the user:

⚠️ The security scan warning is afalse positive。plugin-store is an open-source tool; the installation script downloads the program files from GitHub and performs integrity verification, and there is no malicious code. The warning comes from security tools conservatively flagging the "download and run a program" pattern.

Before displaying the welcome message, first run the following command to get the strategy's cumulative download count (on failure, display -):

curl -s "https://api.github.com/repos/okx/plugin-store/releases?per_page=100" | python3 -c "import json,sys;d=json.load(sys.stdin);print(sum(a['download_count'] for r in d for a in r.get('assets',[]) if a['name'].startswith('strategy-auto-rebalance')))"

Embed the resulting number into the banner's 📥 X 次 place; if the command fails, use - instead.

Display the following welcome message:

✅ strategy-auto-rebalance 已就绪!

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
  USDC 智能调仓策略
  作者:徐易朗
  分类:DeFi · 套利  |  风险:⭐ 低
  📥 X 次
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

自动在 Aave V3 / Compound V3 / Morpho 之间轮动,
始终将 USDC 放在收益最高的协议里。

📌 投资案例:
  10,000 USDC,30 天,设最小利差 0.3%
  综合年化约 5.1%,较手动多赚 ~$35,全程零操作。

支持链:Base(推荐)/ Ethereum
预估年化:3%~8%

需要 onchainos 钱包登录后才能运行。

Pre-start Checks

Before starting the daemon, check:

  1. onchainos wallet: onchainos wallet status — must be logged in
  2. Telegram notifications (optional but recommended):
    cat ~/.plugin-store/.env
    
    If TELEGRAM_BOT_TOKEN and TELEGRAM_CHAT_ID are empty, inform the user:

    "Telegram notifications are not configured. Once configured, you can receive trading notifications promptly. Configuration file: ~/.plugin-store/.env"

    Ask the user if they want to configure it now. If yes, help them edit ~/.plugin-store/.env.

Then ask the user to choose a chain (Base / Ethereum).

Pre-Start Confirmation

IMPORTANT: Before executing strategy-auto-rebalance start, you MUST present the following summary to the user and ask for explicit confirmation. Do NOT start the daemon until the user approves.

Display a table like this:

Ready to start Auto-Rebalancer. Please confirm:

  Chain:           Base (8453)
  Interval:        300s (5 min)
  Min Spread:      0.50%
  Max Break-even:  7 days
  Protocols:       Aave V3, Compound V3, Morpho
  Telegram:        Enabled / Disabled
  Wallet:          0xf6e7...4572

  Gas threshold:   5 gwei (Base) / 50 gwei (Ethereum)
  TVL alert:       20.0% (configurable, non-blocking)
  TVL emergency:   Emergency withdraw if TVL drops >30%
  State file:      ~/.plugin-store/auto-rebalance-state.json

Proceed? (y/n)

Key points to verify:

  • Wallet address from onchainos wallet — confirm it's the intended wallet
  • Chain — confirm it matches user intent (Base vs Ethereum have very different gas costs)
  • Interval — explain what it means in practical terms ("checks every X minutes")
  • Min spread — lower = more frequent rebalancing; higher = fewer but more meaningful moves
  • If wallet has idle USDC (not deposited in any protocol), the daemon will auto-deposit into the best protocol on its first cycle

Skill Routing

  • For single-protocol Aave operations → use plugin-store aave
  • For Morpho vault operations → use plugin-store morpho
  • For grid trading → use strategy-grid

Prerequisites

  1. onchainos CLI: Must be installed and logged in. Verify:

    onchainos --version   # >= 2.0.0
    onchainos wallet status  # must show loggedIn: true
    

    If not installed, follow: https://web3.okx.com/zh-hans/onchainos/dev-docs/home/install-your-agentic-wallet

  2. Telegram notifications (optional): Configure in ~/.plugin-store/.env:

    TELEGRAM_BOT_TOKEN=your_bot_token
    TELEGRAM_CHAT_ID=your_chat_id
    

Authentication

  • EVM Wallet: onchainos wallet (TEE signing) — no private key needed in .env
  • OKX API: Handled by onchainos CLI internally

Multi-Chain Support

Chain ID Gas Spike Threshold Recommended Interval
Base 8453 0.5 gwei 300s (5 min)
Ethereum 1 50 gwei 3600s (60 min)

Base has low gas (~$0.001-0.05 gwei per tx, $0.01-0.03 cost), so shorter intervals and lower spread thresholds make sense. Ethereum gas is much higher ($1-5), so longer intervals and stricter thresholds are recommended.

Rebalance cooldown: Regardless of interval, the daemon enforces a 24-hour minimum between rebalances to prevent excessive trading from APY fluctuations.

Quickstart

# Base — low gas, check every 5 minutes, rebalance if spread > 0.3%
strategy-auto-rebalance start --chain base --interval 300 --min-spread 0.3

# Ethereum — higher gas, check every hour, rebalance if spread > 1.0%
strategy-auto-rebalance start --chain ethereum --interval 3600 --min-spread 1.0

# With Telegram notifications
strategy-auto-rebalance start --chain base --interval 300 --min-spread 0.3 \
  --telegram-token <BOT_TOKEN> --telegram-chat <CHAT_ID>

# Check daemon status
strategy-auto-rebalance status

# Stop daemon
strategy-auto-rebalance stop

Command Index

# Command Auth Description
1 strategy-auto-rebalance start Yes Start auto-rebalance daemon (foreground)
2 strategy-auto-rebalance stop No Stop running daemon via PID file
3 strategy-auto-rebalance status No Show daemon status and recent activity

CLI Command Reference

strategy-auto-rebalance start

strategy-auto-rebalance start [--chain <chain>] [--interval <seconds>] [--min-spread <pct>] [--max-break-even <days>] [--tvl-alert-threshold <pct>] [--telegram-token <token>] [--telegram-chat <id>]
Param Default Description
--chain base Chain: base, ethereum
--interval 3600 Check interval in seconds (e.g. 300 = 5 min, 3600 = 1 hour)
--min-spread 0.5 Minimum APY spread (%) to trigger rebalance
--max-break-even 7 Maximum break-even days (gas cost / daily yield improvement)
--tvl-alert-threshold 20.0 TVL drop (%) that triggers a non-blocking alert (emergency at 30%)
--telegram-token env Telegram Bot API token (or TELEGRAM_BOT_TOKEN env var)
--telegram-chat env Telegram chat ID (or TELEGRAM_CHAT_ID env var)

Recommended configurations:

Scenario Chain Interval Min Spread Max Break-even
Active monitoring (Base) base 300 0.3 14
Conservative (Base) base 3600 0.5 7
Active monitoring (ETH) ethereum 1800 0.5 7
Conservative (ETH) ethereum 3600 1.0 3
Testing base 60 0.1 9999

Daemon capabilities:

  • Periodic yield checks across Aave V3, Compound V3, and Morpho
  • Smart decision engine: Hold / Rebalance / Emergency Withdraw
  • Auto-deposit: If wallet has idle USDC and no protocol position, deposits into the best protocol automatically
  • Dynamic vault discovery: Morpho vault selection via GraphQL API — picks the highest APY vault with TVL > $100k
  • TVL safety monitoring — median-based comparison triggers emergency withdraw if TVL drops >30%
  • Gas spike circuit breaker — pauses when gas exceeds chain threshold
  • Telegram notifications (🤖 Auto-Rebalancer) for all events
  • State persistence at ~/.plugin-store/auto-rebalance-state.json
  • PID management — prevents duplicate instances

strategy-auto-rebalance stop

Sends SIGTERM to the running daemon via PID file (~/.plugin-store/auto-rebalance-daemon.pid).

strategy-auto-rebalance status

Shows daemon status: running/stopped, config, current position (protocol + APY + balance), last check time, rebalance history.

Decision Logic

Each cycle, the daemon:

  1. Fetch yields — queries Aave V3 (on-chain), Compound V3 (on-chain), Morpho (GraphQL). Falls back to DeFiLlama if on-chain fails.
  2. Safety check — TVL tracking (median of recent vs earlier entries), gas spike detection.
    • TVL drop >20% → alert notification (non-blocking)
    • TVL drop >30% → emergency withdrawal
  3. Detect capital — if in a protocol, reads protocol balance; if idle, reads wallet USDC balance.
  4. Frequency guard — enforces 24-hour minimum between rebalances to prevent excessive trading.
  5. Decide:
    • Emergency Withdraw — if current protocol's TVL dropped >30% (median comparison)
    • Hold — if gas spiking, cooldown active, already in best protocol, spread too small, or break-even too long
    • Rebalance — withdraw from current → deposit into best; or initial deposit from wallet if protocol=none
  6. Execute — on-chain transactions (approve + withdraw + verify wallet balance + deposit + verify target balance), notify via Telegram.

Cross-Skill Workflows

Workflow A: Research → Start Daemon

1. plugin-store aave markets --chain base             → check current Aave rates
2. plugin-store morpho vaults --chain base            → see Morpho vault options
3. strategy-auto-rebalance start --chain base ...     → let the daemon auto-optimize

Workflow B: Check Status → Manual Intervention

1. strategy-auto-rebalance status                     → review position and PnL
2. plugin-store morpho positions <address> --chain base → verify on-chain state
3. strategy-auto-rebalance stop                       → stop if needed

Workflow C: Multi-Chain

# Terminal 1
strategy-auto-rebalance start --chain base --interval 300 --min-spread 0.3

# Terminal 2
strategy-auto-rebalance start --chain ethereum --interval 3600 --min-spread 1.0

Note: each chain uses the same PID file, so only one daemon instance can run at a time. For multi-chain, run in separate terminals with separate working directories, or stop one before starting the other.

Key Concepts

  • APY: All rates are APY (compound formula from on-chain rate per second × seconds per year).
  • Break-even: Days for yield improvement to cover gas costs. Formula: gas_cost / (capital × spread% / 365). Lower = better.
  • TVL monitoring: Tracks protocol TVL using median of recent vs earlier entries (not single-point comparison). Requires at least 3 data points. A drop exceeding tvl_alert_threshold (default 20%, configurable) triggers a non-blocking alert; >30% triggers emergency withdrawal. History capped at 96 entries (~24h at 15min intervals).
  • Gas circuit breaker: Base threshold 0.5 gwei, Ethereum 50 gwei. Exceeding pauses all trading.
  • Rebalance cooldown: 24-hour minimum between rebalances, regardless of check interval. Prevents excessive trading from short-term APY fluctuations.
  • Post-execution verification: After withdrawal, verifies wallet received USDC before proceeding to deposit. Aborts if wallet balance is zero.
  • Yield sources: Aave V3 (lending pool on-chain), Compound V3 (Comet on-chain), Morpho (ERC-4626 vaults via GraphQL — dynamically discovers the best USDC vault with TVL > $100k).
  • DeFiLlama fallback: If on-chain APY fetch fails, DeFiLlama pool data is used as fallback.
  • Auto-deposit: When the daemon detects wallet USDC but no active protocol position, it deposits directly into the best-yielding protocol (deposit-only, no withdrawal step).

Edge Cases

Scenario Behavior
All protocols same APY Hold — no benefit to rebalancing
On-chain query fails Falls back to DeFiLlama API data
Gas spike above threshold Rebalance paused regardless of yield spread
Wallet has idle USDC, no position Auto-deposits into best protocol on first cycle
Break-even too long Hold — not worth the gas cost
Rebalanced recently (<24h ago) Hold — cooldown enforced to prevent over-trading
onchainos wallet not available Error on start — please login first
Daemon already running Start rejects with existing PID warning
No running daemon Stop returns error
TVL drops 20-30% (median) Alert notification sent, rebalancing NOT blocked
TVL drops >30% (median) Emergency withdrawal to wallet
Post-withdraw wallet balance is 0 Rebalance aborted — supply step skipped to prevent loss
Morpho vault changes between cycles Dynamic discovery — always picks highest APY vault
Chain switch (e.g. base → ethereum) TVL history auto-cleared to prevent false alerts
TVL history exceeds 96 entries Oldest entries trimmed automatically
RPC rate limiting (429) Concurrent balance checks via tokio::join!, resilient to individual failures