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Portfolio Rebalancer
Free ToolVisualize portfolio drift, set target allocations, and generate optimal rebalancing trades. Supports threshold-based rebalancing to minimize unnecessary trading.
Current Allocation
Target Allocation
How Portfolio Rebalancing Works
Portfolio rebalancing is the process of realigning the weightings of your assets to maintain your desired risk profile. Over time, as prices move, your actual allocation drifts from your targets — Bitcoin might rally and become 60% of your portfolio when your target was 40%.
Threshold-based rebalancing only triggers trades when drift exceeds your set threshold (e.g., 5%). This minimizes trading fees and tax events while keeping your portfolio aligned with your strategy.
Common strategies: Calendar rebalancing (monthly/quarterly), threshold rebalancing (drift-based), and tactical rebalancing (based on market conditions). Most crypto portfolios benefit from a 5-10% threshold to account for higher volatility.