Open the tool
Turn “I’m overweight BTC” into concrete trade sizes so rebalancing is systematic instead of vibes.
Launch Portfolio Rebalance →Purpose
Turn “I’m overweight BTC” into concrete trade sizes so rebalancing is systematic instead of vibes.
When to use it
- Prices moved and weights drifted from targets
- You add cash and want proportional buys
- You trim winners on a schedule
- You compare drift vs impermanent-loss style rebalancing in DeFi
How to use it
- Enter holdings and prices. List each asset with quantity and mark price (converter helps).
- Set target weights. Percents should sum to 100% for a full book.
- Read required trades. Note what to buy/sell to hit targets.
- Apply fees and tax awareness. Rebalances realize gains — model fees and local tax rules separately.
Benefits
- Clear trade list from weights
- Pairs with portfolio tracker
- Supports disciplined drift control
- Free browser math
Pitfalls to avoid
- Trading fees and taxes on every rebalance
- Illiquid alts may slip
- Targets are policy, not alpha
- Not automated execution
When to rebalance vs let winners run
Calendar or band rebalancing (e.g. when a sleeve drifts ±5%) reduces concentration risk but can cut compounding winners. Use the tool to price the trade list; use your policy to decide whether to act.
Worked example: $10k book targeting 60/40 BTC/ETH that drifted to 70/30 needs roughly selling $1k BTC and buying $1k ETH (before fees) to restore weights.
Common mistakes
Rebalancing too often on noisy days; ignoring stablecoin sleeves; forgetting that LP positions are not the same as spot weights (see impermanent loss).
Related links
Updated 2026-09-18. Educational only — not financial advice.