Task Scheduler

Automatisiere wiederkehrende Trading-Aufgaben mit K.I.T.

Overview

• DCA (Dollar Cost Averaging) - Automatische regelmäßige Käufe
• Rebalancing - Portfolio automatisch ausbalancieren
• Reports - Tägliche/wöchentliche Berichte
• Alerts - Regelmäßige Preis-/Portfolio-Checks

🤖 AUTO-PILOT MODE

// ~/.kit/config/scheduler.json
{
  "auto_pilot": {
    "enabled": true,
    "timezone": "Europe/Berlin",
    "tasks": {
      "dca": {
        "enabled": true,
        "default_frequency": "weekly"
      },
      "rebalance": {
        "enabled": true,
        "check_frequency": "daily",
        "deviation_threshold_pct": 5
      },
      "reports": {
        "daily_summary": true,
        "weekly_performance": true,
        "send_to": ["telegram"]
      }
    }
  }
}

Task Types

Type	Description	Frequencies
dca	Dollar Cost Averaging	hourly, daily, weekly, monthly
rebalance	Portfolio Rebalancing	daily, weekly
report	Generate Reports	daily, weekly, monthly
alert-check	Check Alert Conditions	hourly, custom
price-check	Monitor Prices	continuous
custom	User-defined Actions	any

Commands

Create DCA Task

# Via K.I.T. CLI (wenn implementiert)
kit scheduler create-dca \
  --name "Weekly BTC Buy" \
  --symbol BTC/USDT \
  --amount 100 \
  --frequency weekly \
  --day monday \
  --time 09:00

Create Rebalance Task

kit scheduler create-rebalance \
  --name "Monthly Rebalance" \
  --frequency monthly \
  --threshold 5 \
  --targets "BTC:50,ETH:30,USDC:20"

Create Report Task

kit scheduler create-report \
  --name "Daily Summary" \
  --type daily \
  --frequency daily \
  --time 20:00 \
  --send-to telegram

List Tasks

kit scheduler list
kit scheduler list --type dca
kit scheduler list --enabled

Enable/Disable Task

kit scheduler enable <task-id>
kit scheduler disable <task-id>

Delete Task

kit scheduler delete <task-id>

Run Task Manually

kit scheduler run <task-id>

Scheduler Status

kit scheduler status

DCA Strategies

Conservative DCA

{
  "name": "Conservative BTC DCA",
  "type": "dca",
  "frequency": "weekly",
  "config": {
    "symbol": "BTC/USDT",
    "amount": 50,
    "side": "buy",
    "time": "09:00",
    "day": "monday"
  }
}

Smart DCA (Buy the Dip)

{
  "name": "Smart DCA",
  "type": "dca",
  "frequency": "daily",
  "config": {
    "symbol": "BTC/USDT",
    "base_amount": 20,
    "max_amount": 100,
    "strategy": "buy_the_dip",
    "dip_threshold_pct": -5,
    "multiplier": 2
  }
}

Rebalancing

Target Allocation

{
  "name": "Quarterly Rebalance",
  "type": "rebalance",
  "frequency": "monthly",
  "config": {
    "targetAllocations": {
      "BTC": 40,
      "ETH": 30,
      "SOL": 15,
      "USDC": 15
    },
    "threshold": 5,
    "minTradeSize": 50
  }
}

Rebalancing Process

1. Check Deviation - Compare current vs target allocation
2. Calculate Trades - Determine buys/sells needed
3. Execute - Place orders (with approval if configured)
4. Report - Send summary

Report Types

Report	Content
daily	P&L, trades, portfolio snapshot
weekly	Performance, win rate, best/worst
monthly	Full analysis, tax implications
performance	Detailed strategy performance

Cron Expressions

For advanced scheduling:

Expression	Description
0 9 * * *	Daily at 9:00
0 9 * * 1	Weekly Monday 9:00
0 9 1 * *	Monthly 1st at 9:00
0 */4 * * *	Every 4 hours
0 9,21 * * *	Twice daily 9:00 & 21:00

Workflow

Setup DCA

1. Decide on asset(s) and amounts
2. Choose frequency (weekly recommended for beginners)
3. Set time (avoid high-volatility periods)
4. Create task and enable

Setup Rebalancing

1. Define target allocation (should sum to 100%)
2. Set deviation threshold (5% is common)
3. Choose frequency (monthly or quarterly)
4. Enable with or without approval requirement

Monitoring

• Check kit scheduler status regularly
• Review task execution history
• Adjust amounts based on market conditions

Best Practices

• DCA: Consistent timing reduces timing risk
• Rebalance: Don't over-rebalance (tax implications)
• Reports: Daily for active trading, weekly for passive
• Alerts: Set meaningful thresholds to avoid alert fatigue