Home/Tools/Portfolio Rebalancer
⚖️

Portfolio Rebalancer

Free Tool

Visualize portfolio drift, set target allocations, and generate optimal rebalancing trades. Supports threshold-based rebalancing to minimize unnecessary trading.

Presets:
Rebalance Threshold:5%
Rebalance needed (max drift: 11.0%)
Asset
Current Value ($)
Target %
Drift
1
%
+10.0%
2
%
0.0%
3
%
+1.0%
4
%
-11.0%

Current Allocation

$50.0KTotal Value
BTC
50.0%
ETH
30.0%
SOL
16.0%
USDC
4.0%

Target Allocation

$100Total Value
BTC
40%
ETH
30%
SOL
15%
USDC
15%
Assets
4
Max Drift
11.0%
Trades
2
Threshold
5%

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.