Automate portfolio allocation with a rebalancing bot. Maintain target weights across crypto and stocks on exchanges like Binance, Coinbase, and Trading212.
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A rebalancing bot maintains your target allocation by automatically buying and selling assets when weights drift beyond set thresholds. Set rules like rebalance when any asset exceeds 5% of target weight or schedule weekly adjustments every Sunday at midnight. The system monitors your portfolio across Binance, Coinbase, KuCoin and Trading212 executing trades to restore balance.
The platform triggers rebalancing when portfolio weights deviate from targets by your specified percentage. You might set a 3% drift threshold so if your 40% BTC allocation reaches 43% the bot sells enough to restore the 40% target. Time-based triggers complement threshold rules with monthly or quarterly full rebalancing regardless of drift.
Templates support crypto-only portfolios like 60% BTC 30% ETH 10% SOL or mixed asset strategies combining stocks and digital assets. The engine handles different asset classes by routing crypto trades through Binance and Bybit while stock rebalancing executes via Alpaca and Trading212. Cross-asset correlation helps optimize rebalancing frequency.
Portfolio drift monitoring
Dashboard views show current vs target allocations with color-coded drift indicators. Green means within threshold yellow shows approaching limits and red triggers immediate rebalancing. Historical charts track how often each asset required adjustment and total rebalancing costs over time.
Automated execution across exchanges
Rules execute simultaneously across multiple exchanges maintaining unified portfolio balance. If you hold BTC on Binance and stocks on Trading212 the system coordinates trades to achieve target weights without manual intervention between platforms.
Portfolio Rebalance
Maintains target asset allocation by buying underweight positions and selling overweight holdings. Triggers when any asset drifts beyond specified threshold percentage.
Risk Parity Allocator
Allocates capital based on risk contribution rather than market value. Adjusts position sizes so each asset contributes equally to portfolio volatility.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize overall volatility. Rebalances monthly using correlation data to find lowest risk allocation mix.
Sharpe Targeting Rebalance
Adjusts allocations to maximize risk-adjusted returns. Uses historical Sharpe ratios to determine optimal weights and rebalances quarterly.
Volatility Targeted Trend
Increases allocation to trending assets while maintaining volatility targets. Combines momentum signals with risk-based position sizing.
Portfolio Rebalance
Maintains target asset allocation by buying underweight positions and selling overweight holdings. Triggers when any asset drifts beyond specified threshold percentage.
Risk Parity Allocator
Allocates capital based on risk contribution rather than market value. Adjusts position sizes so each asset contributes equally to portfolio volatility.
Minimum Variance Rebalance
Optimizes portfolio weights to minimize overall volatility. Rebalances monthly using correlation data to find lowest risk allocation mix.
Sharpe Targeting Rebalance
Adjusts allocations to maximize risk-adjusted returns. Uses historical Sharpe ratios to determine optimal weights and rebalances quarterly.
Volatility Targeted Trend
Increases allocation to trending assets while maintaining volatility targets. Combines momentum signals with risk-based position sizing.
BTC Weekly DCA
Dollar-cost averages into Bitcoin weekly regardless of price. Maintains consistent accumulation schedule with fixed purchase amounts.
ETH Trend Rider
Follows Ethereum trends using moving average signals. Increases ETH allocation during uptrends and reduces exposure in downtrends.
Altcoin Rotation
Rotates between altcoins based on relative strength indicators. Shifts allocation from weak performers to strong momentum coins.
Low Vol Defensive Rotation
Moves capital to low-volatility assets during market stress. Monitors VIX and crypto fear index to trigger defensive positioning.
High Beta Risk-On Basket
Increases allocation to high-beta assets during risk-on periods. Uses market sentiment indicators to boost growth asset exposure.
Smart execution minimizes trading costs by batching small adjustments and avoiding unnecessary trades during low drift periods. The system calculates whether rebalancing costs exceed drift penalties helping you optimize for net returns rather than perfect allocation. Minimum trade sizes prevent dust transactions that waste fees.
For taxable accounts the platform can prioritize selling assets with losses to offset gains or delay rebalancing until long-term capital gains rates apply. You set preferences for tax optimization and the engine factors holding periods into rebalancing decisions. This helps maintain allocation targets while minimizing tax drag.
Pre-built templates include conservative 70% stocks 30% crypto aggressive 80% crypto 20% stocks and balanced 50-50 splits. You can create custom allocations with up to 20 different assets setting individual target weights and drift thresholds. Templates save time while custom builds offer precise control.
Choose between threshold-based automation that triggers on drift percentage or calendar-based schedules like monthly quarterly or annual adjustments. Hybrid approaches combine both methods using thresholds for major drifts and scheduled rebalancing for fine-tuning. Frequency affects transaction costs and tax implications.
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Built-in safeguards prevent excessive trading during volatile periods by implementing cooling-off periods between events. Maximum daily trade limits protect against runaway automation while minimum position sizes avoid dust transactions. Emergency stops let you halt all activity instantly if market conditions change dramatically.
Import current holdings from connected exchanges to establish baseline allocations without manual data entry. The system calculates current weights and suggests target allocations based on your existing positions. Gradual transition modes let you move toward target allocations over time rather than immediate full adjustment.
Beyond simple percentage targets implement momentum-based approaches that increase allocation to trending assets or volatility-based methods that adjust position sizes based on risk contribution. Correlation-aware logic considers asset relationships to optimize diversification benefits while maintaining target exposures.
iOS and Android apps provide real-time portfolio weight monitoring with push notifications when adjustments occur. Mobile controls let you pause automatic execution adjust thresholds or trigger manual actions from anywhere. Offline mode caches recent data for portfolio review without internet connectivity.
Test different frequencies and threshold settings against historical data to optimize your strategy before going live. Backtesting shows how various approaches would have performed during different market cycles helping you choose parameters that balance returns with transaction costs and tax efficiency.
Manage automation for multiple portfolios simultaneously with account-specific allocation targets and risk parameters. Family account features let you coordinate across different risk profiles while institutional tools support managing dozens of portfolios with centralized oversight and reporting.
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