copy-portfolio

Copy Portfolio Skill

Category: Social Trading
Inspired by: eToro CopyPortfolio, Shrimpy, Iconomi

Overview

Copy entire portfolio allocations from top traders, not just individual trades. Automatically rebalance to match their holdings with smart DCA and risk management.

Features

1. Portfolio Discovery

• Top Performers: Ranked by ROI, Sharpe, drawdown
• Verified Traders: KYC'd with track record
• Strategy Types: Growth, Income, DeFi, Meme, Blue Chip
• Risk Profiles: Conservative, Balanced, Aggressive
• AUM Tracking: See how much others are copying

2. Copy Modes

• Mirror: Exact allocation match (rebalance on change)
• Proportional: Scale to your budget
• Selective: Copy only certain assets
• Delayed: Wait X hours before copying (frontrun protection)
• Signal-Only: Get alerts but execute manually

3. Smart Rebalancing

• Threshold-Based: Rebalance when drift >X%
• Time-Based: Daily, weekly, monthly
• Fee-Optimized: Minimize trading fees
• Tax-Aware: Consider tax implications
• DCA Entry: Gradually enter new positions

4. Risk Controls

• Max Allocation: Cap per asset (e.g., 10% max)
• Blacklist: Exclude certain assets
• Whitelist: Only include approved assets
• Leverage Limit: Cap leverage copied
• Stop Copying: Auto-stop on drawdown

5. Performance Tracking

• Your Returns: Compare to copied trader
• Slippage Analysis: Entry price differences
• Fee Impact: Total fees paid
• Attribution: Which trades helped/hurt

Commands

kit portfolio discover --sort roi --risk balanced --period 90d
kit portfolio copy <trader-id> --budget 5000 --mode mirror
kit portfolio list --status active
kit portfolio compare <trader-id> --my-returns vs --their-returns
kit portfolio stop <copy-id>
kit portfolio rebalance <copy-id> --now
kit portfolio blacklist add DOGE,SHIB

Output Format

{
  "copy_id": "CP-2026-001",
  "trader": {
    "id": "trader_xyz",
    "name": "CryptoWhale",
    "verified": true,
    "followers": 1250,
    "aum_copied": "$2.4M",
    "stats": {
      "roi_90d": "+45.2%",
      "sharpe": 1.85,
      "max_drawdown": "-12%",
      "win_rate": "68%"
    }
  },
  "your_copy": {
    "budget": 5000,
    "current_value": 5890,
    "pnl": "+$890 (+17.8%)",
    "mode": "proportional",
    "started": "2026-01-15",
    "last_rebalance": "2026-02-10"
  },
  "current_allocation": [
    { "asset": "BTC", "target": "40%", "actual": "41.2%", "value": 2427 },
    { "asset": "ETH", "target": "30%", "actual": "29.1%", "value": 1714 },
    { "asset": "SOL", "target": "15%", "actual": "15.8%", "value": 931 },
    { "asset": "LINK", "target": "10%", "actual": "9.5%", "value": 560 },
    { "asset": "USDC", "target": "5%", "actual": "4.4%", "value": 258 }
  ],
  "pending_changes": [
    {
      "action": "Trader added AVAX (5%)",
      "status": "pending_rebalance",
      "execute_at": "2026-02-12 09:00"
    }
  ]
}