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Crypto Portfolio Rebalancing Calculator

Rebalancing sells what has run and buys what has not, mechanically. That is the whole point.

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Asset 1 action
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Asset 2 action
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Asset 3 action
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Runs entirely in your browser. Nothing you type is sent anywhere.

Why mechanical beats discretionary

Deciding to take profit while a position is running is psychologically very hard. Rebalancing to a written target removes the decision, which is why people who do it actually take profit and people who intend to usually do not.

Remember tax

Rebalancing means selling, and selling is usually a taxable disposal. Factor that in before rebalancing frequently.

Common questions

How often should I rebalance?

Quarterly or when a holding drifts more than a set amount from target. More often than that and fees and tax start to outweigh the benefit.

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Risk warning: crypto is highly volatile and largely unregulated. This is an information tool, not financial advice.