Portfolio Rebalancer

Optimize your portfolio by calculating precise buy/sell amounts to reach target allocations.

Asset Composition

Name

Qty

Target %

Price ($)

Name

Qty

Target %

Price ($)

Name

Qty

Target %

Price ($)

Portfolio Value

$57,500

3 Assets

Allocation Total

100%

Valid Allocation

Allocation Maps

Current

Target

Execution Plan

BitcoinSELL 0.0577

$3,750Delta

EthereumSELL 0.0714

$250Delta

SolanaBUY 26.6667

$4,000Delta

Rationale

If BTC doubles, your allocation shifts. Rebalancing forces you to take profits on winners and buy laggards systematically.

Corridors

Use a 5% drift corridor. Only trade if an asset drifts >5% from target to minimize fees and taxes.

Divergence

HODLing winners too long increases risk concentration. Rebalancing resets your risk profile to your baseline.

Efficiency

Use Layer 2s for frequent rebalancing to avoid gas drag eating your alpha.

Frequently Asked Questions

Why should I rebalance my portfolio?

Over time, some of your assets will outperform others. This shifts your portfolio's risk profile (e.g., you might end up with 80% in one volatile coin). Rebalancing forces you to 'sell high' on your winners and 'buy low' on your laggards to reset your preferred risk level.

What is a rebalancing corridor?

A corridor is a range (like 5%) that you allow an asset to drift before you step in to trade. If your target for BTC is 50%, a 5% corridor means you only rebalance if it goes above 55% or below 45%. This helps minimize trading fees and taxes.

Is it better to rebalance on a schedule or by threshold?

Calendar rebalancing (e.g., once a month) is easier for most people. Threshold rebalancing (based on price drift) is generally more efficient but requires constant monitoring or bots.