Rebalancing Bot

WHAT IT DOES

This tool provides comprehensive portfolio rebalancing analysis for your DeFi holdings across multiple EVM chains. It reads your wallet balances, token holdings, and positions via on-chain calls and API data, then compares your current allocation against user-defined target percentages. The tool fetches current market prices and calculates the deviation of each asset from its target, then determines whether rebalancing is needed based on a configurable threshold. You can define target allocations for any assets (e.g., 40% ETH, 30% DAI, 30% USDC), set a deviation threshold (e.g., 5%), and the tool will identify which assets are over- or under-weighted and require adjustment.

HOW TO USE

Connect your EVM wallet using the "Connect" button, or manually enter any wallet address in the lookup field. Select the network (Ethereum, Polygon, Arbitrum, Optimism, Avalanche, BSC, Fantom, or Gnosis). Define your target allocation by entering comma-separated lines with asset symbol and target percentage (e.g., ETH,ETH,40%). Set your rebalancing threshold as a percentage deviation that triggers a rebalance (default: 5%). Click "Analyze rebalancing needs" to fetch current holdings and compare against your targets. The tool will display your total portfolio value, current allocation percentages, deviation from targets, and a clear recommendation on whether rebalancing is needed. Assets that deviate beyond the threshold are flagged with "rebalance" status.

TECHNICAL MECHANISM

The tool uses a multi-step analysis pipeline. First, it fetches wallet balances and token holdings via on-chain calls to the connected provider and token contracts. It then retrieves current market prices from price oracles (simulated in this demo, but would use Chainlink, Uniswap, or Coingecko in production). Each asset's current value is calculated as balance × price, and the total portfolio value is summed. Current allocation percentages are computed as (asset value / total value) × 100. The deviation for each asset is the absolute difference between current percentage and target percentage. If any deviation exceeds the user-defined threshold, the tool flags that a rebalance is needed. Results are sorted by deviation descending, and the tool provides plain-language recommendations for which assets to adjust. All calculations are performed live with current data.

WHAT IT CANNOT SEE

The tool cannot view positions on non-EVM chains (e.g., Solana, Bitcoin) or protocols that are not integrated with the tool's data sources. It cannot show real-time pending transactions or mempool activity—only confirmed on-chain data is available. It cannot access wallet data without explicit user connection or manual address entry—you must connect your wallet or enter an address manually. It cannot detect off-chain holdings (e.g., centralized exchange balances, fiat currency) or assets in wallets you do not specify. It cannot execute rebalancing transactions—this is an analysis and simulation tool only, not an execution platform. It cannot guarantee that rebalancing triggers will execute perfectly in all market conditions due to gas fluctuations, oracle delays, or protocol changes. The tool's data sources may have rate limits or require API keys for production use. It does not provide financial advice or guarantee the accuracy of aggregated data—always verify holdings and prices directly on-chain.

PLEASE NOTE

This tool is for informational and simulation purposes only and is not financial advice. Rebalancing involves transaction costs, slippage, and potential tax implications that are not modeled in this analysis. Always verify your holdings, prices, and target allocations directly on-chain before making any decisions. The tool's data sources are subject to rate limits and availability. This tool only works with EVM-compatible chains. Use at your own risk.