Hodlbot

What Hodlbot does

HodlBot is a cryptocurrency portfolio automation platform founded in April 2018 by Anthony Xie, headquartered in Kitchener, Canada. The product enables retail cryptocurrency investors to passively hold diversified digital-asset exposure through pre-built index strategies and custom portfolio construction, with automated rebalancing executed programmatically against user-owned exchange accounts. The platform connects to five major cryptocurrency exchanges—Binance, Kraken, Bittrex, Coinbase Pro, and KuCoin—via API, using HMAC SHA-256 encrypted keys with no withdrawal permissions to limit counterparty risk.

The core product consists of three proprietary indices: HODL10, HODL20, and HODL30. HODL20 captures approximately 87% of the total cryptocurrency market capitalization with a 10% per-coin cap, while HODL30, which uses a square root market cap weighting methodology combined with exponentially weighted moving averages for smoothing, captures approximately 92%. A Custom Index Fund Builder, launched in June 2019, lets users configure coin counts, percentage caps, weighting strategies, and rebalancing frequencies, and backtest strategies against historical data. Since launch, the platform has processed over $25 million in cryptocurrency trades across more than 70,000 transactions.

HodlBot runs a product-led growth model with no sales force. Users self-serve through the website, begin with a 7-day free trial with no credit card, and pay a tiered monthly subscription of $3, $6, or $14 depending on portfolio size, or $109 annually under the Golden Plan. The target customer is the individual retail cryptocurrency investor, including non-accredited investors globally who lack access to traditional crypto index products. The business is bootstrapped beyond an initial $25,000 UW Velocity Fund competition win, has 1–10 employees, and has been featured in Forbes, CoinDesk, Bloomberg, and CryptoSlate.

Name

Hodlbot

Legal name

HodlBot

Website

https://hodlbot.io

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

HodlBot is a cryptocurrency portfolio automation platform that enables retail investors to passively invest via pre-built indices (HODL10, HODL20, HODL30) and custom portfolios, with automated rebalancing across major exchanges on a subscription model.

Ownership category

akta.pro rank

Headquarters

HQ city

Kitchener

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D, Infrastructure, Marketing or Sales, Personnel, Operations

Revenue model

1. Subscription Revenue: Tiered monthly subscription model based on portfolio size. Users pay a monthly fee ranging from $3 to $14 depending on their total account value. Annual subscription options are also available at a discounted rate. The first 7 days are free with no credit card required.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

HodlBot is a cryptocurrency portfolio automation platform that connects to user cryptocurrency exchange accounts via API to automatically execute trades, rebalance portfolios, and implement index strategies. The platform offers pre-built indices (HODL10, HODL20, HODL30), a custom portfolio builder with backtesting, and supports dollar-cost averaging, with pricing tiered from $3 to $14 per month based on portfolio size.

Product overview

HodlBot is a cryptocurrency portfolio automation platform consisting of a core trading bot with pre-built index products (HODL10, HODL20, HODL30) and a custom portfolio builder. The platform connects to cryptocurrency exchanges (Binance, Coinbase Pro, Bittrex, Kraken, KuCoin) via API to automatically execute trades, rebalance portfolios, and implement dollar-cost averaging strategies. Users can choose from three HODL indices with different methodologies (square root market cap weighting vs. capped market cap weighting) or create their own custom indices with adjustable coin counts, percentage caps, weighting strategies, and rebalancing frequencies. All plans include portfolio tracking and backtesting capabilities.

Differentiator

Problem solved

Functional benefit

Brands

• HODL10: A cryptocurrency index comprised of the top 10 coins weighted by square root market cap, designed for users with smaller portfolios under $200.
• HODL20
• HODL30

Products and services

• HodlBot Platform A customizable cryptocurrency trading bot that enables users to index the market, create custom portfolios, and automatically rebalance their cryptocurrency portfolios across connected exchanges. Available to retail and non-accredited investors globally on a subscription basis.
• HODL10 Index A pre-built cryptocurrency index comprised of the top 10 coins by square root market cap weighting, with exponentially weighted moving averages for market cap smoothing. Designed for smaller portfolios under $200 due to Binance minimum trading limits.
• HODL20 Index A pre-built cryptocurrency index comprised of the top 20 coins by market capitalization with a maximum 10% cap per coin, where capped coins are redistributed to lower-ranked coins. Captures approximately 87% of the cryptocurrency market with a default 28-day rebalancing period.
• HODL30 Index A pre-built cryptocurrency index comprised of the top 30 coins by square root market cap weighting, with exponentially weighted moving averages for market cap smoothing. Captures approximately 92% of the total cryptocurrency market cap, with a default rebalancing period of 28 days.
• Custom Portfolio Builder A tool allowing users to create personalized cryptocurrency indices by selecting coin count, setting minimum/maximum percentage caps, choosing weighting strategies (even, market cap, square root market cap), backtesting against historical data, and customizing rebalancing periods.

Quantifiable outcome

• HODL20 captures ~87% of total cryptocurrency market cap; HODL30 captures ~92%
• +2 more outcomes

Named customers3 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature6 records

Partnerships

Five partnerships are on record, tiered core.

• BinancecoreTechnology or IntegrationPrimary exchange integration. Binance is currently the only supported exchange for executing automated trades and portfolio rebalancing. Users must have a Binance account to use HodlBot services.
• KrakencoreTechnology or IntegrationExchange integration supporting automated trading and portfolio management through Kraken accounts.
• BittrexcoreTechnology or IntegrationExchange integration supporting automated trading and portfolio management through Bittrex accounts.
• Coinbase ProcoreTechnology or IntegrationExchange integration launched specifically to support US-based traders. Allows Coinbase Pro users to automate portfolio management through the platform.
• KuCoincoreTechnology or IntegrationExchange integration supporting automated trading and portfolio management through KuCoin accounts.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• 3Commas: Crypto trading bot and portfolio automation platform supporting multiple exchanges with rebalancing, grid, and DCA strategies. Directly comparable to HodlBot in target customer (retail crypto investors) and core offering (automated portfolio management via exchange APIs).
• Cryptohopper: Cloud-based crypto trading bot platform offering automated strategies, portfolio management, and exchange integrations. Competes directly with HodlBot for retail users seeking automated crypto portfolio tools.
• Coinrule: No-code crypto trading bot platform with rule-based automation, portfolio management, and exchange integrations. Targets the same retail crypto investor segment as HodlBot with overlapping automation and rebalancing features.
• Shrimpy: Crypto portfolio management and rebalancing platform that connects to multiple exchanges via API. Closest direct competitor to HodlBot, with a nearly identical value proposition of automated index-style portfolio management for retail users.
• Bitsgap: Crypto trading platform offering automated bots, portfolio management, and arbitrage tools across multiple exchanges. Overlaps with HodlBot on retail-facing portfolio automation and rebalancing functionality.
• TradeSanta: Crypto trading bot platform providing automated strategies (DCA, grid, futures) with multi-exchange support. Competes with HodlBot for retail users looking for accessible automated crypto trading tools.
• Pionex: Crypto exchange and trading bot platform offering free built-in trading bots including grid and rebalancing strategies. Directly comparable to HodlBot in offering automated portfolio tools to retail crypto investors, with the added advantage of an in-house exchange.

Emerging players

• Quadency: Crypto trading and portfolio automation platform offering bots, rebalancing, and multi-exchange connectivity. Comparable to HodlBot in target market and automation features, with a smaller user base and feature set.

Broad incumbents

• Binance: The world's largest cryptocurrency exchange and a critical platform dependency for HodlBot (one of five supported exchanges). Binance has both the resources and incentive to launch native rebalancing or index features that would directly compete with HodlBot's core offering.
• Coinbase: Major US-based cryptocurrency exchange and the operator of the (now-shelved) Coinbase Index Fund. As one of HodlBot's supported exchanges (via Coinbase Pro), Coinbase is both a platform dependency and a potential broad competitor in retail crypto indexing products.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/hodl_bot

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds3 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Hodlbot