Automate portfolio rebalancing with custom allocation targets and drift thresholds. Maintain optimal asset distribution across crypto and stock exchanges with systematic rebalancing rules.
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users automating rebalancing
1.2M+
rebalancing actions executed
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Exchanges Supported
Set allocation targets like 60% BTC, 30% ETH, 10% SOL and a portfolio rebalancer maintains these percentages by automatically buying underweight positions and selling overweight holdings. The system monitors drift across Binance, Coinbase, Kraken and OKX. When any asset deviates beyond your threshold, rebalancing trades execute to restore target percentages.
You configure drift thresholds to control when rebalancing triggers. A 5% threshold means trades only execute when allocations shift significantly from targets. This prevents constant micro-adjustments while ensuring meaningful deviations get corrected systematically.
The platform handles both crypto portfolios on exchanges like Bybit and Bitget plus stock portfolios through Trading212, Alpaca and Charles Schwab. You can maintain separate allocation targets for each asset class or create unified portfolios spanning both crypto and traditional assets.
Threshold Based Rebalancing Rules
Rules trigger rebalancing when allocations drift beyond percentage thresholds or on scheduled intervals like monthly or quarterly. You might set a rule that rebalances when any asset exceeds 10% drift from target or runs monthly regardless of drift to maintain discipline.
Portfolio Tracking And Analytics
Dashboard views show current vs target allocations with drift percentages highlighted in real-time. Historical rebalancing logs track when trades executed and how allocations shifted over time.
Standard Portfolio Rebalance
Maintains target asset allocation by buying underweight and selling overweight positions when drift exceeds thresholds. Executes monthly or when any asset deviates 10% from target allocation.
Risk Parity Allocator
Allocates capital based on risk contribution rather than market value weighting. Adjusts position sizes to ensure each asset contributes equally to portfolio volatility and risk exposure.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize overall volatility using correlation matrices. Rebalances when risk metrics exceed targets or monthly to maintain low-volatility allocation.
Sharpe Targeting Rebalance
Adjusts allocations to maximize risk-adjusted returns using Sharpe ratio optimization. Increases weights of assets with better risk-return profiles during rebalancing periods.
Volatility Targeted Allocation
Maintains constant portfolio volatility by adjusting position sizes based on recent volatility measurements. Reduces exposure during high-vol periods and increases during low-vol periods.
Standard Portfolio Rebalance
Maintains target asset allocation by buying underweight and selling overweight positions when drift exceeds thresholds. Executes monthly or when any asset deviates 10% from target allocation.
Risk Parity Allocator
Allocates capital based on risk contribution rather than market value weighting. Adjusts position sizes to ensure each asset contributes equally to portfolio volatility and risk exposure.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize overall volatility using correlation matrices. Rebalances when risk metrics exceed targets or monthly to maintain low-volatility allocation.
Sharpe Targeting Rebalance
Adjusts allocations to maximize risk-adjusted returns using Sharpe ratio optimization. Increases weights of assets with better risk-return profiles during rebalancing periods.
Volatility Targeted Allocation
Maintains constant portfolio volatility by adjusting position sizes based on recent volatility measurements. Reduces exposure during high-vol periods and increases during low-vol periods.
High Beta Risk-On Basket
Concentrates allocation in high-beta assets during risk-on market conditions. Monitors market sentiment indicators to shift toward growth assets when conditions favor risk-taking.
Low Vol Defensive Rotation
Rotates into low-volatility defensive assets during market stress periods. Uses VIX levels and correlation breakdowns to trigger defensive positioning automatically.
Sector Momentum Switcher
Rotates portfolio allocation between sectors based on relative momentum signals. Increases weights in outperforming sectors while reducing exposure to lagging sectors systematically.
BTC Dominance Rotation
Adjusts crypto portfolio allocation based on Bitcoin dominance trends. Increases BTC weight when dominance rises and rotates to altcoins when dominance falls below thresholds.
Tax-Loss Harvest Rebalance
Combines rebalancing with tax-loss harvesting by selling losing positions first during rebalancing. Maintains target allocation while capturing tax benefits from realized losses.
Instead of fixed schedules, you can set dynamic rebalancing based on market conditions or volatility regimes. Rules might rebalance more frequently during high-volatility periods when allocations drift faster, or pause rebalancing during extreme market stress to avoid selling at bottoms.
When your portfolio spans multiple exchanges, the system calculates total allocation across all venues before executing trades. You might hold BTC on Binance and Coinbase while maintaining ETH on Kraken - the platform views this as one unified portfolio and rebalances accordingly.
Built-in safeguards prevent rebalancing during extreme market conditions when spreads widen or liquidity disappears. Maximum trade size limits ensure rebalancing doesn't create large market impact, while minimum trade thresholds prevent tiny adjustments that waste fees.
You can combine rebalancing with dollar-cost averaging by directing new deposits toward underweight assets automatically. Instead of buying equal amounts of each asset, new funds flow to positions furthest below target allocation.
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Beyond simple percentage targets, you can implement sophisticated allocation models like risk parity, minimum variance, or factor-based weighting. Risk parity allocates based on volatility contribution rather than market value, while minimum variance optimization reduces overall volatility.
Smart rebalancing rules can detect market regime shifts and adjust target allocations accordingly. During high-volatility regimes, rules might increase defensive asset allocation, while low-volatility periods favor growth assets. VIX levels and correlation breakdowns can trigger allocation shifts.
Advanced users combine rebalancing with options strategies to enhance returns or reduce risk. Covered call writing on overweight positions generates income while creating natural selling pressure toward target allocation. Put selling on underweight assets provides attractive entry points.
You can layer different rebalancing frequencies for tactical and strategic allocation. Strategic allocation might rebalance quarterly to maintain long-term asset class targets, while tactical overlay rules rebalance monthly based on shorter-term momentum signals.
The system can coordinate rebalancing with regular cash flows like salary deposits or dividend payments. New deposits automatically flow to underweight assets, while dividend payments can be reinvested to maintain target allocation through organic rebalancing.
Detailed analytics show how rebalancing impacts performance over time. Attribution analysis breaks down returns from asset selection versus rebalancing alpha, while transaction cost tracking ensures rebalancing benefits exceed implementation costs.
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