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Rebalancing crypto portfolio

To adjust the rebalancing crypto portfolio of an already created or connected portfolio, go to the “Rebalance” tab.

Rebalance tab in Holderlab.io

Threshold rebalance

If you want to set a threshold rebalancing

  1. Set percentage in the “threshold rebalance” block
  2. Click on “save” button
  3. Press on “rebalance” button
Cryptocurrency threshold rebalance
Threshold rebalance

Periodic Crypto portfolio rebalancing

To set periodic rebalancing, follow these steps:

  1. Select and set the rebalancing period you are interested in.
  2. Click on “save” button
  3. Press on “rebalance” button
Cryptocurrency periodic rebalance
Periodic rebalance

You can also combine threshold and periodic rebalancing.

Rebalance status

You can see the status of your rebalancing in the dashboard.

Cryptocurrency rebalance status
Example of rebalance status

If you have any problem with rebalancing tool, please contact us.

We recommend that you read the following instruction as well.

How to test portfolio with cryptocurrency backtesting platform?

Updated on November 20, 2019

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