Crypto Exchange Web Portfolio Rebalance Reminder

WHAT IT DOES

Crypto Exchange Web Portfolio Rebalance Reminder scans the current page for cryptocurrency portfolio holdings, extracting asset names, quantities, current prices, and total values from exchange web interfaces (Binance, Coinbase, Kraken, etc.). The floating panel shows current portfolio allocation with percentage breakdowns, target allocation suggestions, and rebalancing recommendations. Assets that are over or under target allocation are highlighted, and the amount to buy or sell to rebalance is calculated. One-click export of portfolio allocation data as CSV or JSON is provided for tracking. Portfolio value is tracked over time with trend indicators, and custom target allocations can be set per asset.

WHERE IT RUNS

Works on any cryptocurrency exchange web interface, including Binance, Coinbase, Kraken, Bybit, OKX, and other trading platforms. The script detects portfolio holdings using common table and div selectors, and can also fall back to pattern matching on any page with structured asset data. It works best on exchange portfolio and wallet pages.

HOW TO USE

The panel displays a portfolio allocation breakdown with each asset's current percentage, target percentage (if set), and value. Click "Scan Portfolio" to detect all holdings from the current page. Assets that need rebalancing are highlighted in yellow with a "Needs rebalance" label. The rebalance summary shows the total adjustment needed and per-asset buy/sell recommendations. Set custom target allocations using the target inputs—each asset has a percentage input that you can adjust. Export the portfolio data as text for tracking or sharing. The panel automatically scans on load if enabled.

MECHANISM — PORTFOLIO EXTRACTION WITH REBALANCE CALCULATION

The script extracts portfolio holdings using a multi-strategy approach. It first attempts to find tables and rows containing asset data using common exchange selectors. For each row, it parses the asset symbol, quantity, price, and value using currency and number parsing. Assets can be excluded from the analysis using the exclusion list (stablecoins by default). The portfolio allocation is calculated as each asset's value divided by total portfolio value. The rebalance calculation compares the current allocation against user-defined target allocations (default targets are provided for major assets). If an asset's deviation exceeds the rebalance threshold (default 5%), it is flagged for rebalancing, and the required buy/sell amount is calculated to bring it back to target. All calculations run client-side with no network calls.

THE PANEL

The floating panel is fully draggable and remembers its position per domain. Click the minimize button to collapse it to a small bubble, or press Escape to hide it. The panel automatically adjusts to different screen sizes and can be resized to show more content. All settings, including target allocations and exclusions, are saved per domain. The panel integrates smoothly with any page layout using the BGPanel framework, maintaining clean separation from page content.

PLEASE NOTE

This script requires the free BotGentz extension to run. It does not send any data to external servers; all extracted portfolio data, target allocations, and settings remain entirely local to your browser using GM_setValue. The script never reads password fields, hidden inputs, or file inputs. It stores only asset names, quantities, prices, values, and user-defined target allocations from publicly visible exchange page content. Portfolio extraction depends on the page structure; if assets are not detected, use the "Scan Portfolio" button to refresh extraction. The script provides rebalancing recommendations only and does not execute trades. Data persists across browser sessions and is isolated per browser profile.