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Crypto Portfolio Rebalancing Tool

Calculate exactly how much to buy or sell of each crypto asset to return your portfolio to its target allocation percentages.

Asset 1

$

Asset 2

$

Asset 3

$

Asset 4

$
Total Portfolio Value
$11,000.00
Your total portfolio value is $11,000.00. To achieve your target allocation, you need to execute the following trades:
Asset 1
Current: $5,000.00 (45.5%)
Target: $5,500.00 (50.0%)
Buy $500.00
Asset 2
Current: $2,000.00 (18.2%)
Target: $3,300.00 (30.0%)
Buy $1,300.00
Asset 3
Current: $4,000.00 (36.4%)
Target: $1,100.00 (10.0%)
Sell $2,900.00
Asset 4
Current: $0.00 (0.0%)
Target: $1,100.00 (10.0%)
Buy $1,100.00
Total Portfolio Value$11,000.00

Frequently asked questions

What is portfolio rebalancing?

Portfolio rebalancing is the process of realigning the weightings of your portfolio's assets. Over time, as some assets grow faster than others, your portfolio can drift from its target allocation, increasing your risk. Rebalancing involves buying or selling assets to return to your original desired percentages.

How often should I rebalance my crypto portfolio?

There is no single correct answer, but common strategies include time-based rebalancing (e.g., quarterly or annually) or threshold-based rebalancing (e.g., whenever an asset drifts more than 5% from its target allocation). Because crypto is highly volatile and trading fees/taxes can be high, threshold-based rebalancing is often preferred.

Do I have to sell assets to rebalance?

No! You can also rebalance by depositing new fiat money and using it to buy only the underperforming assets until they reach their target percentages. This is often more tax-efficient than selling the overperforming assets, which may trigger capital gains taxes.