You decide BTC should be 60% of your portfolio and ETH 40%. Months later, BTC has run hard and is now 75% - too concentrated. Rebalancer sells the excess BTC and buys ETH to bring you back to target. Boring, mechanical - and ahead of HODL by ~77% in published historical studies, though past results are no guarantee.
What it costs
This strategy is open on every plan - tiers set capacity, not access. Standard is free; Elite and Elite Plus raise how many assets and markets it can drive.
Recommended minimum vault: Standard · See all store pricing →
How it works
You set a target allocation - say 60% BTC, 30% ETH, 10% stables. The bot watches your balances and rebalances when one asset drifts too far from its target weight. The trigger can be a fixed drift % (e.g. rebalance when any asset moves 15% off target) or a calendar (e.g. quarterly review). The mechanical effect: you systematically sell strength and buy weakness, which published studies suggest has outperformed pure buy-and-hold in past volatile crypto markets - past results, not a guarantee.
Key Features
Strategy profile
A snapshot of how this strategy behaves and who it suits, not a forecast of returns.
These are our assessments of strategy character, not user-specific performance figures.
Published research (historical simulations, not a promise): threshold rebalancing at 15% drift outperforms HODL by 77.1% median return in crypto baskets. 78.67% of rebalanced portfolios beat HODL during the 2018 crash. The catch: transaction costs (exchange fees + slippage + capital gains tax) can eat 2-5% of portfolio per year if you rebalance too often. Monthly is usually overkill - quarterly + threshold trigger is the sweet spot. Match frequency to your portfolio size and tax situation.
All figures on this page are simulated or historical backtest results, shown for information and education only. They are not real customer results, they do not include your specific fees and slippage, and past performance does not guarantee future returns. Your capital is at risk.
Frequently Asked Questions
Quick glossary
Definitions for the trading terms used on this page.
- Backtest
- A simulation of how a strategy would have performed on historical price data. Past results never guarantee future returns - markets change.
- Slippage
- The difference between the price you expect and the price you actually get when an order fills. Worse on illiquid pairs and during fast markets.
- Spread
- The gap between the best buy price (bid) and the best sell price (ask). Tight spreads = liquid market, wider spreads = more cost per round trip.
- Stop-loss
- An automatic exit order that closes a losing position when price hits a chosen threshold. Caps how much one bad trade can hurt you.
- Take-profit
- An automatic exit order that closes a winning position once price reaches a chosen target. Locks in gains without relying on you to watch the chart.
- Volatility
- How sharply price moves. High volatility = bigger swings in both directions, which means more opportunity but also more drawdown risk.
Ready to keep your portfolio in line?
Spin up a Rebalancer with your target allocation. Set the drift threshold and let the bot handle the discipline you would otherwise forget.
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