How to use Portfolio Rebalance
Enter portfolio value, current allocation percents, and target percents per sleeve. Read buy/sell dollars needed to hit targets. Weights should sum near 100%.
Example: rebalancing a $20,000 portfolio
You hold BTC $12,000, ETH $5,000 and cash $3,000, with targets of 50%, 30% and 20%.
- BTC: target $10,000 − current $12,000 = sell $2,000
- ETH: target $6,000 − current $5,000 = buy $1,000
- Cash: target $4,000 − current $3,000 = buy $1,000
Sell $2,000 of BTC and use it to buy $1,000 of ETH and add $1,000 to cash. Include trading fees and taxes before you act.
Formula & methodology
target$ = portfolio × target%. delta$ = target$ − current$. Positive delta ⇒ buy; negative ⇒ sell. Drift = current% − target%.
Plan a multi-asset crypto rebalance
Portfolios drift when winners run. Rebalancing restores target risk without guessing notionals by hand. This tool turns percents into dollar trades you can take to an exchange.
Keep tax lots and transfer fees in mind — selling winners can create taxable events. Some investors rebalance with new cash (buy underweights only) to reduce sells.
Combine with the portfolio tracker for live marks and with the converter when sleeves are quoted in different fiats.
All CryptonicTools utilities are free, mobile-first, and require no account.