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, statistically beats HODL by ~77% per studies.
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 has been shown to outperform pure buy-and-hold over time in volatile crypto markets.
Key Features
Strategy profile
A snapshot of how this strategy behaves and who it suits, not a forecast of returns.
These are designer assessments of strategy character, not user-specific performance figures.
Research-backed: 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.
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.
Start on Platform