Crypto Portfolio Rebalancer

What does Crypto Portfolio Rebalancer do?

Crypto Portfolio Rebalancer calculates the exact trades needed to bring your cryptocurrency portfolio back to a target allocation using live prices from CoinGecko. You supply your current holdings and desired percentage weights; the actor returns buy/sell amounts in both USD and coin units, a portfolio drift score, concentration metrics, and per-asset urgency signals — everything you need to execute a disciplined crypto rebalancing strategy without manual spreadsheet work.

Why use Crypto Portfolio Rebalancer?

• Precise trade calculation — instead of estimating trades by hand, the actor outputs the exact USD amount and coin units to buy or sell for each position to reach your target allocation, accounting for your rebalance threshold so you only trade when deviation is meaningful.
• Drift score and concentration metrics — the RMSD-based drift_score, Herfindahl-Hirschman Index (hhi), and portfolio entropy give you a quantitative measure of how skewed your portfolio is, not just a list of deviations.
• Per-asset urgency and tax signals — each position carries a rebalance_urgency label (CRITICAL / HIGH / MEDIUM / LOW) and a tax_signal field that flags positions with high unrealised gains where a rebalance may trigger a taxable event.
• Volatility-adjusted risk contribution — risk_contribution_pct estimates each asset's share of portfolio volatility using annualised vol proxies, so you can rebalance toward your actual risk target, not just nominal allocation.
• Live CoinGecko prices, no API key — prices are fetched in real time from CoinGecko's public API with automatic retry logic. No registration, no rate-limit workarounds required for standard usage.

How to use Crypto Portfolio Rebalancer

1. Go to the Apify Store and open Crypto Portfolio Rebalancer.
2. Click Try for free and navigate to the Input tab.
3. Enter your holdings array with each coin's CoinGecko ID, symbol, and amount.
4. Enter your targetAllocation array with each coin's target percentage (must sum to 100%).
5. Optionally set rebalanceThresholdPct (default 5%) to filter out noise trades.
6. Click Start. The actor returns results in seconds.
7. Read the trades section for actionable buy/sell orders, or export the full dataset as CSV.

Input

Holdings (required)

[
  {"coinId": "bitcoin", "symbol": "BTC", "amount": 0.5},
  {"coinId": "ethereum", "symbol": "ETH", "amount": 5.0},
  {"coinId": "solana", "symbol": "SOL", "amount": 30.0}
]

Target Allocation (required, must sum to 100%)

[
  {"coinId": "bitcoin", "symbol": "BTC", "targetPct": 50},
  {"coinId": "ethereum", "symbol": "ETH", "targetPct": 30},
  {"coinId": "solana", "symbol": "SOL", "targetPct": 20}
]

Optional parameters

Field	Type	Default	Description
rebalanceThresholdPct	number	5	Minimum deviation (%) before a trade is flagged
includeCashBalance	boolean	false	Include a USD cash position in total portfolio value
cashBalanceUsd	number	0	USD cash to include when includeCashBalance is true

Output

[
  {
    "summary": {
      "total_portfolio_usd": 84250.00,
      "drift_score": 8.42,
      "needs_rebalance": true,
      "trades_required": 2,
      "hhi": 3280.5,
      "portfolio_entropy": 0.98,
      "top_asset_weight_pct": 58.2
    },
    "positions": [
      {
        "symbol": "BTC",
        "coin_id": "bitcoin",
        "price_usd": 61420.50,
        "amount": 0.5,
        "value_usd": 30710.25,
        "current_pct": 36.45,
        "target_pct": 50.0,
        "deviation_pct": -13.55,
        "trade_action": "BUY",
        "trade_usd": 11415.30,
        "trade_units": 0.1858,
        "rebalance_urgency": "CRITICAL",
        "risk_contribution_pct": 28.4,
        "tax_signal": "low_gain"
      }
    ],
    "trades": [
      {
        "symbol": "BTC",
        "action": "BUY",
        "trade_usd": 11415.30,
        "trade_units": 0.1858,
        "urgency": "CRITICAL"
      },
      {
        "symbol": "SOL",
        "action": "SELL",
        "trade_usd": 7230.10,
        "trade_units": 47.2,
        "urgency": "HIGH"
      }
    ],
    "fetched_at": "2026-09-02T08:30:00Z"
  }
]

Data fields

Field	Description
summary.total_portfolio_usd	Total current portfolio value in USD
summary.drift_score	RMSD of current vs target allocation — higher = more off-target
summary.needs_rebalance	true if any position exceeds the rebalance threshold
summary.trades_required	Count of positions above the threshold
summary.hhi	Herfindahl-Hirschman Index (higher = more concentrated portfolio)
summary.portfolio_entropy	Shannon entropy of weights (higher = more diversified)
summary.top_asset_weight_pct	Percentage weight of the largest single position
positions[].current_pct	Current allocation percentage for this asset
positions[].target_pct	Target allocation percentage
positions[].deviation_pct	Signed deviation (negative = underweight)
positions[].trade_action	BUY, SELL, or HOLD
positions[].trade_usd	USD amount to buy or sell
positions[].trade_units	Coin units to buy or sell at the current price
positions[].rebalance_urgency	CRITICAL / HIGH / MEDIUM / LOW based on deviation magnitude
positions[].risk_contribution_pct	Estimated share of total portfolio volatility
positions[].tax_signal	high_gain (may trigger taxes), low_gain, or loss
trades[]	Filtered list of only positions above the rebalance threshold
fetched_at	UTC timestamp of price fetch and calculation

Cost estimation

Scenario	Runs	Cost
One-off rebalance check	1 run	$0.002
Daily rebalance monitoring (1 month)	30 runs	$0.06
Hourly monitoring (1 month)	720 runs	$1.44

Pricing is $0.002 flat per run. One PPE event is charged at completion regardless of portfolio size.

FAQ

Does the actor execute trades on my behalf? No. The actor is a calculation engine only. It outputs the trades you need to make but does not connect to any exchange or wallet. You execute the trades manually or feed the output into your own trading automation.

What happens if a coin is in my target allocation but not in my current holdings? The actor treats your current holding for that coin as zero units. It will calculate the full buy amount needed to establish that position at the target percentage. Make sure the coinId matches the CoinGecko identifier exactly (e.g., "bitcoin", "ethereum", "solana").

How do I handle stablecoins or cash in the portfolio? Set includeCashBalance: true and provide cashBalanceUsd. The actor includes the cash value in the total portfolio calculation. You can also add stablecoins (e.g., "usd-coin" for USDC) as regular holdings entries — CoinGecko returns their price as approximately $1.00.

Disclaimer: This actor provides portfolio analytics for informational purposes only. Trade calculations assume execution at the live CoinGecko price and do not account for exchange fees, slippage, or order book depth. Results do not constitute financial advice. Always verify calculations independently before executing trades.

Keywords: crypto portfolio rebalancer, cryptocurrency rebalancing, portfolio allocation calculator, auto rebalance crypto, target allocation, portfolio drift score, CoinGecko prices, crypto portfolio manager, rebalance calculator, portfolio concentration

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Related actors

• Crypto DCA Simulator — Dollar-cost averaging strategy simulator to complement rebalancing decisions
• Crypto Portfolio Tracker — Live portfolio valuations to feed into rebalancing calculations
• Fear & Greed Tracker — Sentiment signals to time rebalancing triggers

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