Set your target mix
Say 50% BTC, 30% ETH and 20% the rest. Coinfolytics shows how far each coin has drifted from its target and the buy or sell that brings it back. Free on every plan; drift alerts come with Advanced.
How it works
In Planning, on the Rebalance tab, one portfolio at a time.
Add the coins you want and give each a share of the portfolio. Whatever you leave under 100% stays as cash.
Each coin's share today next to its target, and how far apart they are.
For each coin that has drifted too far, the buy or sell that brings it back, in dollars and in coins.
Only the drift that matters
Prices move every day, so a portfolio is never exactly on target. Coinfolytics only suggests a trade when a coin is 5 points away from its target, or a quarter of its target away, whichever comes first. Anything smaller shows as on target, so you are not sent trading over noise.
To keep taxes down, you can often rebalance without selling: put new deposits and income into the coins that are under target before you sell the ones that ran ahead.
Drift alerts
Advanced Set a band and stop checking.
With Advanced, a drift alert watches your mix for you. Pick a band, and when any coin in the portfolio moves further than that from its target, you get an alert saying which portfolio drifted and by how much.
Questions
Keep your mix where you want it
Targets, drift and the fixing trade, free on every plan.