Automate portfolio rebalancing with free tools that maintain target allocations across crypto and stock exchanges. Set percentage thresholds and time schedules for hands-off portfolio management.
410k+
users automating portfolio management
2.1M+
rebalancing operations executed
25+
Exchanges and Brokers Connected
Portfolio automation keeps your target allocations intact without manual intervention or subscription costs. Free rebalancing triggers when BTC exceeds 60% of your portfolio or when ETH drops below 25% allocation. The system automatically sells overweight positions and buys underweight assets across Binance, Coinbase, Kraken and Alpaca.
The platform monitors allocation drift and executes trades when assets move beyond your comfort zone. You might set a 5% threshold so the system rebalances when any asset deviates from target by that amount. Time-based schedules complement threshold triggers letting you rebalance monthly or quarterly regardless of drift.
Rules work across crypto and traditional assets simultaneously. Your automation can maintain 40% BTC, 30% ETH, 20% stocks via Trading212, and 10% stablecoins as a unified strategy. Cross-asset coordination captures opportunities when crypto outperforms stocks or vice versa.
Portfolio drift monitoring
Dashboard views show current vs target allocations with color-coded drift indicators. You see exactly when each asset approaches thresholds before trades execute. Historical charts track how automation improved portfolio stability over time.
Execution across multiple venues
Each operation coordinates trades across your connected exchanges and brokers to minimize slippage and maximize efficiency while maintaining custody of your assets.
Portfolio Rebalance
Maintains target allocations by selling overweight positions and buying underweight assets. Triggers when any asset deviates beyond set thresholds. Reduces concentration risk through systematic rebalancing.
Risk Parity Allocator
Allocates capital based on risk contribution rather than market value. Adjusts position sizes to equalize volatility contribution across assets. Rebalances when risk metrics shift significantly.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize overall volatility while maintaining diversification. Uses correlation data to adjust allocations dynamically. Rebalances monthly or when correlations change.
Sharpe Targeting Rebalance
Adjusts allocations to maximize risk-adjusted returns based on historical Sharpe ratios. Increases weight in assets with better risk-return profiles. Rebalances quarterly with lookback analysis.
Volatility Targeted Trend
Maintains constant portfolio volatility by adjusting position sizes based on recent volatility. Reduces exposure during high volatility periods and increases during calm markets.
Portfolio Rebalance
Maintains target allocations by selling overweight positions and buying underweight assets. Triggers when any asset deviates beyond set thresholds. Reduces concentration risk through systematic rebalancing.
Risk Parity Allocator
Allocates capital based on risk contribution rather than market value. Adjusts position sizes to equalize volatility contribution across assets. Rebalances when risk metrics shift significantly.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize overall volatility while maintaining diversification. Uses correlation data to adjust allocations dynamically. Rebalances monthly or when correlations change.
Sharpe Targeting Rebalance
Adjusts allocations to maximize risk-adjusted returns based on historical Sharpe ratios. Increases weight in assets with better risk-return profiles. Rebalances quarterly with lookback analysis.
Volatility Targeted Trend
Maintains constant portfolio volatility by adjusting position sizes based on recent volatility. Reduces exposure during high volatility periods and increases during calm markets.
High Beta Risk-On Basket
Increases allocation to high-beta assets during risk-on periods identified by market indicators. Rotates into growth stocks and altcoins when momentum is strong. Rebalances based on market regime.
Low Vol Defensive Rotation
Shifts allocation toward low-volatility assets during market stress. Increases defensive positions in utilities, bonds, and stablecoins when VIX spikes. Systematic risk-off rotation.
Sector Momentum Switcher
Rotates between sector ETFs based on relative momentum indicators. Increases allocation to outperforming sectors while reducing lagging positions. Monthly rebalancing with momentum scoring.
BTC Dominance Rotation
Adjusts crypto allocation based on Bitcoin dominance trends. Increases altcoin exposure when dominance falls and consolidates into BTC when dominance rises. Captures rotation cycles.
Tax-Loss Harvest Rebalance
Coordinates rebalancing with tax-loss harvesting opportunities. Sells losing positions for tax benefits while maintaining target allocations through similar assets. Year-end optimization focus.
Beyond threshold triggers, you can schedule operations at regular intervals regardless of drift. Monthly automation captures mean reversion while quarterly schedules reduce transaction costs. The system executes trades during optimal market hours and splits large orders to minimize impact.
When operations require selling ETH on Binance and buying stocks on WeBull, the platform coordinates timing to minimize exposure gaps. You maintain target allocations even when assets trade on different venues with different settlement times. API connections handle the complexity while you see unified portfolio views.
Maximum deviation limits prevent excessive trades during extreme volatility. You can set daily limits and minimum trade sizes to avoid unnecessary micro-adjustments. Emergency stops halt all automation if portfolio value drops beyond acceptable levels. These guardrails protect against errors.
Analytics show how automation affected returns, volatility, and drawdowns compared to buy-and-hold strategies. You see transaction costs, timing efficiency, and allocation accuracy over time. Historical data helps optimize thresholds and schedules for better risk-adjusted performance. Backtesting validates strategy changes before implementation.
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Beyond basic threshold automation, you can implement sophisticated allocation models. Risk parity strategies weight assets by volatility contribution rather than market value. Momentum-based approaches increase allocation to outperforming assets while reducing lagging positions. These advanced methods require careful backtesting but can improve risk-adjusted returns.
The system can coordinate operations with tax-loss harvesting opportunities. When automation requires selling a losing position, it captures tax benefits while maintaining target allocations through correlated assets. This approach works particularly well for stock portfolios where similar ETFs can substitute for individual positions.
Volatile markets test discipline as assets swing dramatically. Emergency controls let you pause automation during extreme events while maintaining long-term allocation targets. You can set maximum daily amounts to avoid excessive trading during crashes or bubbles. These safeguards protect against errors while preserving strategy integrity.
Combining different frequencies can optimize performance. Daily threshold monitoring catches large moves while monthly schedules ensure regular maintenance regardless of volatility. Some users employ tactical overlays that adjust target allocations based on market conditions while maintaining strategic discipline.
Portfolio automation works alongside other strategies like DCA and momentum trading. You might use it to maintain core allocations while running tactical bots on smaller position sizes. This layered approach provides stability through automation and growth through active strategies without conflicts between different rules.
Start by defining your investment philosophy and risk tolerance. Conservative investors might use 10% thresholds with quarterly schedules while active traders prefer 5% thresholds with monthly automation. Document your target allocations and the reasoning behind each percentage. This foundation helps you stay disciplined when markets test your resolve.
Create Rules
