Crypto Portfolio Analysis and Management
Build intelligent crypto portfolio workflows that collect market data from APIs, analyze crypto news, monitor user portfolios with AI, and provide periodic investment recommendations (buy, hold, sell) via Telegram for informed decision-making in volatile markets.
Target Audiences
Prerequisites
Access to a Delaverse account
Crypto portfolio information (e.g., assets, quantities, investable capital) ready for upload
Access to crypto market APIs (e.g., CoinGecko) and news APIs (e.g., CryptoPanic or NewsAPI) with API keys
Access to Telegram with a bot token for the Telegram Node
Google account access for Google Sheets Node (optional for data storage)
Familiarity with appropriate API request intervals (e.g., every 6 hours)
Step 1: Create a New Project
Log in to Delaverse: Visit playground.delaverse.ai and sign into your Delaverse account
Select New Project: On the projects dashboard, click the New Project box
Name the Project: Enter a title, e.g., Crypto Portfolio Analysis and Management, in the Project Name field and click Create Project
Enter the Playground: You'll be directed to the project's Playground, where you can add nodes
Step 2: Add Data Input Nodes
To analyze the crypto portfolio, data is collected from market APIs (e.g., CoinGecko), news APIs (e.g., CryptoPanic), and user portfolio information. The Scheduler Node automates periodic API requests.
2.1. Google Sheets Node (Optional - User Portfolio)
Uploads user portfolio information or investable capital
1
Add Node: From the right-hand menu, click Google Sheets Node2
Configure Node: Click the node and enter a title, e.g.,پورتفوی کریپتو (Crypto Portfolio)3
Sign in with your Google account and create a new sheet4
Enter data (assets, capital) and click UpdateSuggested Content:
•Portfolio Table: coin (BTC), quantity (0.5), current value (5,050,561 IRR), purchase date
•Capital Table: investable capital (100M IRR), risk tolerance (medium)
•Capital Table: investable capital (100M IRR), risk tolerance (medium)
2.2. API and Request API Nodes (Market Data - CoinGecko)
Retrieve crypto price and market data
1
Add API Node with title API CoinGecko2
Enter base URL: https://api.coingecko.com/api/v33
Add Request API Node: دریافت قیمتها (Fetch Prices)4
Endpoint: /coins/markets?vs_currency=usd&ids=bitcoin,ethereum&order=market_cap_descData Retrieved:
Current price (BTC: $100,511), 24-hour change, trading volume, market rank
2.3. API and Request API Nodes (Crypto News)
Retrieve crypto news from CryptoPanic/NewsAPI
1
Add API Node with title API CryptoPanic2
Base URL: https://cryptopanic.com/api/v1 or https://newsapi.org/v23
Add Request API Node: دریافت اخبار (Fetch News)4
Configure with API key and appropriate endpointsNews Retrieved:
Title, summary, source, date of crypto-related news and market events
2.4. Scheduler Node
Automates API requests at specified intervals
1
Add Node and enter title زمانبندی API (API Scheduler)2
Set interval (e.g., every 6 hours, daily, weekly)3
Connect to both Request API Nodes (CoinGecko and CryptoPanic)Important:Important:Set frequency based on API rate limits and data freshness needs
Important: Completing these steps is straightforward with the necessary access. However, if you need to connect an API through your system and lack the expertise, consult your company’s technical team. If you don’t have a technical team or they’re unavailable, submit a ticket to us. Request workflow creation by our team, and we’ll prepare a cost invoice based on your subscription level. After payment, we’ll work with you to build the workflow to meet your needs.
Step 3: Connect to the Vector Database Node (Optional - For Google Sheets)
To unify user portfolio data:
Add Node: From the right-hand menu, click Vector Database Node
Configure Node: Click the node and enter a title, e.g. دیتابیس پورتفو (Portfolio Database)
Configure Node:Connect the Google Sheets Node's output to the Vector Database Node's input
Verify Data Click the node to ensure data is correctly aggregated
Note: The Request API Nodes (CoinGecko and CryptoPanic) do not connect to the Vector Database Node; connect them directly to the AI Assistant Node.
Step 4: Add the AI Assistant Node
This node analyzes market data, news, and user portfolio to generate investment recommendations:
Add Node: From the right-hand menu, click Analyzer Node
Configure Node: Click the node and enter a title, e.g., تحلیلگر کریپتو (Crypto Analyzer)
Select AI Model: Select an AI model (e.g., Open AI)
Instructions: Choose the Crypto Analyzer template or edit the instruction (see below)
Connect Nodes: Connect Vector Database output (portfolio), Request API Nodes (CoinGecko and CryptoPanic) to AI Assistant input
Crypto Analyzer Instruction Template
You are an AI assistant for crypto portfolio analysis and management.
Your goal is to analyze market data (prices, volume), crypto news, and the user's portfolio to provide investment recommendations (buy, hold, or sell).
• Retrieve the user's portfolio data from Google Sheet with ID:
...(place ID)…
• Retrieve market data (prices, trading volume, market cap ranking) and crypto news from the vector database and Request API.
Perform the following tasks:
1. Market Analysis:
Evaluate price trends (e.g., BTC up 4.5%), trading volumes, and market cap rankings to identify key patterns.
2. News Analysis:
Assess the impact of recent news (e.g., Coinbase acquiring Deribit) on prices and overall market trends.
3. Portfolio Analysis:
Analyze the performance of the user's current portfolio (e.g., BTC profit/loss) and assess their risk tolerance based on the Google Sheet data.
4. Recommendations:
Based on your analysis of the market, news, and portfolio, provide investment suggestions:
◦ Buy (e.g., ETH due to DeFi growth)
◦ Hold (e.g., BTC for its stability)
◦ Sell (e.g., Token X due to high risk)
5. Risks:
Issue warnings about potential market risks (e.g., high volatility, new regulations, or negative news).
Present all analyses (market, news, portfolio), recommendations, and risk warnings in a single message, in Persian, with a professional and friendly tone.Step 5: Deliver Recommendations via Telegram Node
To send investment recommendations via Telegram:
Create a Telegram Bot:
Set up your crypto advisor bot
• In Telegram, go to @BotFather, send /start, then /newbot• Choose a name, e.g., @CryptoAdvisorBot, and copy the bot tokenAdd Telegram Node and configure with bot tokenTest connection and verify functionality
Configure Telegram Node
Set up advanced settings and connectivity
•Welcome Message: سلام! آماده دریافت توصیههای کریپتو هستید؟ 😊Group Access: Enable if needed for team notificationsAccess Restriction: Select All for public accessMessage Limit: Set to 10 messages per minute
Final Steps
• Connect AI Assistant Node's output to the Telegram Node's input• Click Register and Continue to confirm connectivity• Test the bot by messaging /start to verify functionality
Step 6: Add Container and Analyzer Nodes (Optional)
For comprehensive data and conversation analysis:
Add Container Node
Organize all workflow nodes
1
From the right-hand menu, click Container Node2
Enter title کانتینر کریپتو (Crypto Container)3
Place all previous nodes inside the ContainerAdd Analyzer Node
Comprehensive market analysis
1
Add AI Assistant Node with title تحلیلگر بازار (Market Analyzer)2
Choose Market Analyzer template or use custom instruction3
Connect Container Node output to Analyzer AI Assistant inputMarket Analyzer Instruction Template
For Assistant Messages:
You are an AI assistant tasked with comprehensive analysis of the crypto market based on assistant messages.
Your goal is to evaluate market trends, portfolio performance, and provide strategic recommendations.
Required Actions and Analyses:
• Key Metrics: Market growth (e.g., 10% increase), portfolio performance, adoption rate of recommendations.
• Trends: Long-term changes (e.g., BTC or DeFi growth).
• Issues: Risks (e.g., volatility or negative news).
• Recommendations: Strategies for improvement (e.g., portfolio diversification).Step 7: Connect to the Frame Chat Node
This step enables delivering AI Assistant responses via an interactive chat frame on your website or app, with testing capabilities:
Basic Configuration
• Add Frame Chat Node from right-hand menuEnter title, e.g., Feedback FrameSet company name (e.g., Delaverse)
Domain & Style Configuration
• Domain & Style Configuration
Implementation & Testing
• Connect AI Assistant to Frame Chat• Go to Code tab and copy HTML code• Use Test Frame to preview responses
Testing and Verification
• After connecting to the AI Assistant, a Test Frame option appears• Enter sample queries to review responses• Ensure responses are accurate, professional, and aligned with input data• Click Save Changes to persist all settings
Key Tips for Success
Data Sources: Use CoinGecko for market data, CryptoPanic/NewsAPI for news, and Google Sheets for portfolio data
Training Content: Use real data (e.g., BTC prices, credible news)
Scheduling: Set the Scheduler interval (e.g., every 6 hours) based on API rate limits
Persian Language: Keep all settings and outputs in Persian
Testing: Verify recommendations in Telegram
Continuous Saving: Click Save Changes after every modification
⚠️ Risk Warning
Investing in cryptocurrencies is highly risky and volatile. Market conditions can change rapidly. The AI analyses and recommendations provided are not guaranteed and should not be considered as financial advice. Always do your own research and consider consulting with qualified financial advisors before making investment decisions.
Final Output
Market and news data are periodically collected from APIs
User portfolio is analyzed alongside market data and news to generate investment recommendations
Recommendations (buy, hold, sell) are sent periodically via Telegram
Comprehensive market insights and strategic recommendations are provided through the Analyzer Node
General Note on Workflow Customization
This workflow, like all workflows in Delaverse’s knowledge base, is designed as a sample for educational purposes. Users can extensively customize nodes, settings, and input files to meet personal or organizational needs. For assistance, consult our 24/7 support chatbot or submit a ticket for guidance. If you’re unable to build or modify the workflow yourself, request professional workflow creation via a ticket; we’ll provide a cost invoice based on your subscription level, and after payment, we’ll collaborate to build it. For new node development (e.g., a custom node not yet available), submit a ticket with your requirements, noting that such requests may incur higher costs due to development efforts. Our team is here to ensure your automation success! 😊
This workflow, like all workflows in Delaverse’s knowledge base, is designed as a sample for educational purposes. Users can extensively customize nodes, settings, and input files to meet personal or organizational needs. For assistance, consult our 24/7 support chatbot or submit a ticket for guidance. If you’re unable to build or modify the workflow yourself, request professional workflow creation via a ticket; we’ll provide a cost invoice based on your subscription level, and after payment, we’ll collaborate to build it. For new node development (e.g., a custom node not yet available), submit a ticket with your requirements, noting that such requests may incur higher costs due to development efforts. Our team is here to ensure your automation success! 😊
Ready to Optimize Your Crypto Portfolio?
Start building your intelligent crypto portfolio analysis workflow today. Collect market data from APIs, analyze news impact, monitor portfolios with AI, and receive automated investment recommendations via Telegram for informed decision-making.