Rebalancing Tool turns allocation drift into a concrete buy/sell checklist so you can restore BTC / ETH / alt / stable targets.
It reads Portfolio Tracker holdings and the same bucket targets as Asset Allocation. Logged-in users store settings and daily drift snapshots; guests stay in the browser.
What is this tool?
A trade planner that closes the gap between current bucket weights and your targets.
Self-funded: sells from overweight buckets fund buys into underweight ones.
Rules you control: trigger threshold, ignore band, and minimum trade size.
How to read the results
Max drift is the largest |actual − target| across buckets.
Status shows Rebalance when max drift exceeds your threshold.
Suggested trades list side, coin, quantity and notional at live spot.
Turnover is the notional you would rotate (sell or buy side).
Key signals and metrics
Targets match Asset Allocation (saved once, shared).
Ignore band skips tiny bucket gaps so you are not over-trading noise.
Empty underweight BTC/ETH/stable buckets default to buying BTC, ETH or USDT.
Advanced usage and combinations
Open Asset Allocation first to tune targets, then rebalance here.
After executing trades on your exchange, update Portfolio Tracker quantities.
Cross-check Portfolio Health if concentration remains high after a plan.
Using this tool on PEPS Crypto
Populate holdings in Portfolio Tracker.
Set bucket targets (here or in Asset Allocation).
Adjust threshold, band and min trade; recalculate.
Copy the suggested sells then buys — this tool never places orders.
How it works
- Add holdings in Portfolio Tracker.
- Set BTC / ETH / alt / stable targets.
- Choose threshold, band and minimum trade.
- Recalculate and review suggested sells then buys.
- Update Tracker after you trade on the exchange.
What to consider
- Coins without a live price are skipped from book value.
- Alt buckets with no holdings cannot auto-pick a buy coin.
- Not financial or tax advice.
Frequently asked questions
- Where are targets and settings stored?
- Targets: same as Asset Allocation (aal_user_targets / localStorage). Settings: reb_user_settings or localStorage for guests.
- Why are there no trades?
- Max drift is below your threshold, gaps sit inside the ignore band, or resulting notionals are under min trade size.
- Does this execute on my exchange?
- No — it is a simulation checklist only.
Conclusion
Treat the plan as a checklist, not automated execution.
Not financial advice — fees and slippage are not modeled.