Use this bot to automatically build a diverse portfolio by selecting desired assets and setting their respective percentage. The portfolio will be rebalanced at the defined interval when assets gain or drop in value by a given threshold. This bot can also be used to quickly liquidate multiple assets into a single asset (eg. BTC).

Rebalancing is the process of realigning the weightings of a portfolio of assets. It involves periodically buying or selling assets in a portfolio to maintain an original or desired level of asset allocation or risk. Rebalancing gives investors the opportunity to sell high and buy low, taking the gains from high-performing investments and reinvesting them in areas that have not yet experienced such notable growth.

For example, say an original target asset allocation was 50% BTC and 50% USD. If BTC performed well during the time period, it could have increased in value such that it now accounts for 70% of the overall value. The investor may decide to sell some BTC to get the portfolio back to the original target allocation of 50/50 - taking profits in the process. If BTC then drops in value bringing its weighting down to 40%, excess USD can now be used to buy back BTC and "rebalance" the portfolio back to 50/50 target.

You can also lock an asset allocation by clicking the lock icon. This will allow you to edit other assets allocated in your Portfolio. The purple bar will be grayed out if the asset is locked.
​

There is no limit to the number of assets that can be used to construct a portfolio. However, please be aware that if too many assets are added and the individual value of each asset is below minimum tradable size, the bot will not be able to place required orders to rebalance at defined intervals. The minimum trade size at Binance, for example, is approximately $10 USD. At least 2 assets are required for this strategy.

No, this bot currently manages the entire account. If you wish to create multiple portfolios, consider creating multiple exchange accounts (Binance supports subaccounts).

Yes, simply select "Only Once" as the Rebalance Interval. The bot will adjust your portfolio to your defined target allocations and stop automatically. This is useful for one-off rebalancing, or if you want to quickly sell a number of assets for BTC or fiat, or even another asset. Simply add the asset you want to allocate all the funds into, and slide the target to 100% as shown below:

This value indicates the percent deviation from the target required to trigger rebalancing. For example, if an asset accounts for 10% of your portfolio, and at the next rebalancing interval it has grown in value such that it now accounts for 12%, this represents a 20% deviation (2/10). This threshold is considered at each rebalancing interval. If an asset has not deviated from the target by at least the defined threshold, it will not be rebalanced.

If you're using periodic rebalancing at a set interval, it is recommended that you turn off all other bots as any changes in allocations will trigger a rebalance which will interfere with the performance of other bots.

Assets used for rebalancing must meet the following criteria:

Backtesting is not currently available for this bot. There are challenges around the length and quality of historical data available, particularly for newly listed assets that make it difficult to conduct accurate backtests. The good news is that we will be adding this functionality in future versions of this bot.