Portfolio Rebalancing Tool

WHAT IT DOES

Portfolio Rebalancing Tool helps you bring your portfolio back to your target asset allocations. You provide your current holdings (symbol, amount) and target allocation percentages, and the tool calculates the exact trades needed to rebalance. It computes current portfolio value (using optional token prices), determines the target value for each asset, and generates buy/sell recommendations with amounts and USD values. This is essential for investors maintaining a diversified portfolio, fund managers, and DeFi users managing multiple positions. It reads the current network chain ID from your wallet provider for context, but calculations are performed locally.

HOW TO USE

Connect your wallet using the "Connect" button (required for network context). Select the target network (Ethereum Mainnet, Sepolia, Polygon, BSC, Arbitrum, Optimism, and testnets are supported). Enter each asset's symbol, current amount, and target allocation percentage. Optionally, add token prices to see USD values. Click "Calculate rebalancing trades" — the tool will compute your current portfolio value, target allocations, and generate a list of buy/sell trades. The entire operation is read-only — no transactions are signed or sent.

TECHNICAL MECHANISM

The tool calculates portfolio value by multiplying each asset's amount by its price (defaulting to 1 if no price is provided). Total portfolio value is the sum of all asset values. For each asset, the target value is total portfolio value * (target allocation / 100). The difference between target value and current value determines whether to buy or sell. The trade amount in tokens is calculated by dividing the difference by the asset price. The tool uses ethers.js v5.7.2 for network context but performs all calculations locally. Results are displayed with clear buy/sell recommendations.

WHAT IT CANNOT SEE

The tool cannot guarantee that rebalancing calculations will account for slippage, gas costs, or order book liquidity. It cannot execute trades automatically — only provides trade suggestions. It is limited by RPC provider availability and price feed freshness. It cannot account for taxes, fees, or minimum trade sizes. It cannot rebalance portfolios that require complex multi-step swaps or cross-chain operations. It cannot detect if the user has multiple wallets or accounts.

PLEASE NOTE

This tool is for educational and analytical purposes. Always verify trade recommendations with your exchange or DEX before executing. The tool does not persist any data; all state is lost on page reload. EVM chains only.