# Crypto Portfolio Rebalancer (`gochujang/crypto-portfolio-rebalancer`) Actor Calculate rebalancing trades for your crypto portfolio. Input current holdings and target allocation percentages. Get buy/sell recommendations with USD amounts and exact units. Uses CoinGecko for live prices. No API key. $0.002/run. - **URL**: https://apify.com/gochujang/crypto-portfolio-rebalancer.md - **Developed by:** [Hojun Lee](https://apify.com/gochujang) (community) - **Categories:** Developer tools, Automation, News - **Stats:** 2 total users, 1 monthly users, 100.0% runs succeeded, 0 bookmarks - **User rating**: No ratings yet ## Pricing Pay per usage This Actor is paid per platform usage. The Actor is free to use, and you only pay for the Apify platform usage, which gets cheaper the higher subscription plan you have. Learn more: https://docs.apify.com/platform/actors/running/actors-in-store#pay-per-usage ## What's an Apify Actor? Actors are web data automations that power AI and operations. They run on the Apify platform to scrape websites, process data, connect APIs, and automate workflows. In Batch mode, an Actor accepts a well-defined JSON input, performs an action which can take anything from a few seconds to a few hours, and optionally produces a well-defined JSON output, datasets with results, or files in key-value store. In Standby mode, an Actor provides a web server which can be used as a website, API, or an MCP server. Actors are written with capital "A". ## How to integrate an Actor? If asked about integration, you help developers integrate Actors into their projects. You adapt to their stack and deliver integrations that are safe, well-documented, and production-ready. The best way to integrate Actors is as follows. In JavaScript/TypeScript projects, use official [JavaScript/TypeScript client](https://docs.apify.com/api/client/js/docs.md): ```bash npm install apify-client ``` In Python projects, use official [Python client library](https://docs.apify.com/api/client/python/docs.md): ```bash pip install apify-client ``` In shell scripts, use [Apify CLI](https://docs.apify.com/cli/docs.md): ````bash # MacOS / Linux curl -fsSL https://apify.com/install-cli.sh | bash # Windows irm https://apify.com/install-cli.ps1 | iex ```bash In AI frameworks, you might use the [Apify MCP server](https://docs.apify.com/integrations/mcp.md). If your project is in a different language, use the [REST API](https://docs.apify.com/api/v2.md). For usage examples, see the [API](#api) section below. For more details, see Apify documentation as [Markdown index](https://docs.apify.com/llms.txt) and [Markdown full-text](https://docs.apify.com/llms-full.txt). # README ## Crypto Portfolio Rebalancer > Calculate exact rebalancing trades for your crypto portfolio. Input current holdings and target allocation — get buy/sell amounts in USD and coin units. Live prices from CoinGecko. No API key required. --- ### What It Does Fetches current prices for your holdings, computes current allocation %, compares to your target allocation, and outputs the minimum trades needed to rebalance. Includes a drift score measuring how far off your portfolio is from target. --- ### Input #### Holdings (required) ```json [ {"coinId": "bitcoin", "symbol": "BTC", "amount": 0.5}, {"coinId": "ethereum", "symbol": "ETH", "amount": 5.0} ] ```` #### Target Allocation (required, must sum to 100%) ```json [ {"coinId": "bitcoin", "symbol": "BTC", "targetPct": 50}, {"coinId": "ethereum", "symbol": "ETH", "targetPct": 30}, {"coinId": "solana", "symbol": "SOL", "targetPct": 20} ] ``` | Field | Type | Default | Description | |-------|------|---------|-------------| | `rebalanceThresholdPct` | number | `5` | Only flag trade if deviation > this % | | `includeCashBalance` | boolean | `false` | Include USD cash in portfolio total | | `cashBalanceUsd` | number | `0` | USD cash balance | *** ### Output Returns one item with three sections: #### `summary` - `total_portfolio_usd` — Current portfolio value - `drift_score` — RMSD between current and target allocations - `needs_rebalance` — Whether any position needs trading - `trades_required` — Number of trades above threshold #### `positions` Each holding with `current_pct`, `target_pct`, `deviation_pct`, `trade_action` (BUY/SELL/HOLD), `trade_usd`, `trade_units` #### `trades` Only positions exceeding the rebalance threshold, sorted by action *** ### Pricing **$0.002 flat per rebalance calculation.** # Actor input Schema ## `holdings` (type: `array`): Your current crypto holdings. Each item: {coinId: 'bitcoin', symbol: 'BTC', amount: 0.5} ## `targetAllocation` (type: `array`): Desired allocation percentages. Must sum to 100. Each item: {coinId: 'bitcoin', symbol: 'BTC', targetPct: 40} ## `rebalanceThresholdPct` (type: `number`): Only flag a trade if allocation deviates by more than this percentage from target. ## `includeCashBalance` (type: `boolean`): Include a USD cash balance in the portfolio total. ## `cashBalanceUsd` (type: `number`): USD cash balance to include in portfolio total (only used if Include Cash Balance is true). ## Actor input object example ```json { "holdings": [ { "coinId": "bitcoin", "symbol": "BTC", "amount": 0.5 }, { "coinId": "ethereum", "symbol": "ETH", "amount": 5 }, { "coinId": "solana", "symbol": "SOL", "amount": 50 } ], "targetAllocation": [ { "coinId": "bitcoin", "symbol": "BTC", "targetPct": 50 }, { "coinId": "ethereum", "symbol": "ETH", "targetPct": 30 }, { "coinId": "solana", "symbol": "SOL", "targetPct": 20 } ], "rebalanceThresholdPct": 5, "includeCashBalance": false, "cashBalanceUsd": 0 } ``` # API You can run this Actor programmatically using our API. Below are code examples in JavaScript, Python, and CLI, as well as the OpenAPI specification and MCP server setup. ## JavaScript example ```javascript import { ApifyClient } from 'apify-client'; // Initialize the ApifyClient with your Apify API token // Replace the '' with your token const client = new ApifyClient({ token: '', }); // Prepare Actor input const input = {}; // Run the Actor and wait for it to finish const run = await client.actor("gochujang/crypto-portfolio-rebalancer").call(input); // Fetch and print Actor results from the run's dataset (if any) console.log('Results from dataset'); console.log(`💾 Check your data here: https://console.apify.com/storage/datasets/${run.defaultDatasetId}`); const { items } = await client.dataset(run.defaultDatasetId).listItems(); items.forEach((item) => { console.dir(item); }); // 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/js/docs ``` ## Python example ```python from apify_client import ApifyClient # Initialize the ApifyClient with your Apify API token # Replace '' with your token. client = ApifyClient("") # Prepare the Actor input run_input = {} # Run the Actor and wait for it to finish run = client.actor("gochujang/crypto-portfolio-rebalancer").call(run_input=run_input) # Fetch and print Actor results from the run's dataset (if there are any) print("💾 Check your data here: https://console.apify.com/storage/datasets/" + run["defaultDatasetId"]) for item in client.dataset(run["defaultDatasetId"]).iterate_items(): print(item) # 📚 Want to learn more 📖? Go to → https://docs.apify.com/api/client/python/docs/quick-start ``` ## CLI example ```bash echo '{}' | apify call gochujang/crypto-portfolio-rebalancer --silent --output-dataset ``` ## MCP server setup ```json { "mcpServers": { "apify": { "command": "npx", "args": [ "mcp-remote", "https://mcp.apify.com/?tools=gochujang/crypto-portfolio-rebalancer", "--header", "Authorization: Bearer " ] } } } ``` ## OpenAPI specification ```json { "openapi": "3.0.1", "info": { "title": "Crypto Portfolio Rebalancer", "description": "Calculate rebalancing trades for your crypto portfolio. Input current holdings and target allocation percentages. Get buy/sell recommendations with USD amounts and exact units. Uses CoinGecko for live prices. No API key. $0.002/run.", "version": "0.1", "x-build-id": "YG4owNBZZGvvUNOcT" }, "servers": [ { "url": "https://api.apify.com/v2" } ], "paths": { "/acts/gochujang~crypto-portfolio-rebalancer/run-sync-get-dataset-items": { "post": { "operationId": "run-sync-get-dataset-items-gochujang-crypto-portfolio-rebalancer", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for its completion, and returns Actor's dataset items in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } }, "/acts/gochujang~crypto-portfolio-rebalancer/runs": { "post": { "operationId": "runs-sync-gochujang-crypto-portfolio-rebalancer", "x-openai-isConsequential": false, "summary": "Executes an Actor and returns information about the initiated run in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/runsResponseSchema" } } } } } } }, "/acts/gochujang~crypto-portfolio-rebalancer/run-sync": { "post": { "operationId": "run-sync-gochujang-crypto-portfolio-rebalancer", "x-openai-isConsequential": false, "summary": "Executes an Actor, waits for completion, and returns the OUTPUT from Key-value store in response.", "tags": [ "Run Actor" ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/inputSchema" } } } }, "parameters": [ { "name": "token", "in": "query", "required": true, "schema": { "type": "string" }, "description": "Enter your Apify token here" } ], "responses": { "200": { "description": "OK" } } } } }, "components": { "schemas": { "inputSchema": { "type": "object", "required": [ "holdings", "targetAllocation" ], "properties": { "holdings": { "title": "Current Holdings", "type": "array", "description": "Your current crypto holdings. Each item: {coinId: 'bitcoin', symbol: 'BTC', amount: 0.5}", "items": { "type": "object" }, "default": [ { "coinId": "bitcoin", "symbol": "BTC", "amount": 0.5 }, { "coinId": "ethereum", "symbol": "ETH", "amount": 5 }, { "coinId": "solana", "symbol": "SOL", "amount": 50 } ] }, "targetAllocation": { "title": "Target Allocation", "type": "array", "description": "Desired allocation percentages. Must sum to 100. Each item: {coinId: 'bitcoin', symbol: 'BTC', targetPct: 40}", "items": { "type": "object" }, "default": [ { "coinId": "bitcoin", "symbol": "BTC", "targetPct": 50 }, { "coinId": "ethereum", "symbol": "ETH", "targetPct": 30 }, { "coinId": "solana", "symbol": "SOL", "targetPct": 20 } ] }, "rebalanceThresholdPct": { "title": "Rebalance Threshold (%)", "minimum": 0, "maximum": 50, "type": "number", "description": "Only flag a trade if allocation deviates by more than this percentage from target.", "default": 5 }, "includeCashBalance": { "title": "Include Cash Balance", "type": "boolean", "description": "Include a USD cash balance in the portfolio total.", "default": false }, "cashBalanceUsd": { "title": "Cash Balance (USD)", "minimum": 0, "type": "number", "description": "USD cash balance to include in portfolio total (only used if Include Cash Balance is true).", "default": 0 } } }, "runsResponseSchema": { "type": "object", "properties": { "data": { "type": "object", "properties": { "id": { "type": "string" }, "actId": { "type": "string" }, "userId": { "type": "string" }, "startedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "finishedAt": { "type": "string", "format": "date-time", "example": "2025-01-08T00:00:00.000Z" }, "status": { "type": "string", "example": "READY" }, "meta": { "type": "object", "properties": { "origin": { "type": "string", "example": "API" }, "userAgent": { "type": "string" } } }, "stats": { "type": "object", "properties": { "inputBodyLen": { "type": "integer", "example": 2000 }, "rebootCount": { "type": "integer", "example": 0 }, "restartCount": { "type": "integer", "example": 0 }, "resurrectCount": { "type": "integer", "example": 0 }, "computeUnits": { "type": "integer", "example": 0 } } }, "options": { "type": "object", "properties": { "build": { "type": "string", "example": "latest" }, "timeoutSecs": { "type": "integer", "example": 300 }, "memoryMbytes": { "type": "integer", "example": 1024 }, "diskMbytes": { "type": "integer", "example": 2048 } } }, "buildId": { "type": "string" }, "defaultKeyValueStoreId": { "type": "string" }, "defaultDatasetId": { "type": "string" }, "defaultRequestQueueId": { "type": "string" }, "buildNumber": { "type": "string", "example": "1.0.0" }, "containerUrl": { "type": "string" }, "usage": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "integer", "example": 1 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } }, "usageTotalUsd": { "type": "number", "example": 0.00005 }, "usageUsd": { "type": "object", "properties": { "ACTOR_COMPUTE_UNITS": { "type": "integer", "example": 0 }, "DATASET_READS": { "type": "integer", "example": 0 }, "DATASET_WRITES": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_READS": { "type": "integer", "example": 0 }, "KEY_VALUE_STORE_WRITES": { "type": "number", "example": 0.00005 }, "KEY_VALUE_STORE_LISTS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_READS": { "type": "integer", "example": 0 }, "REQUEST_QUEUE_WRITES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_INTERNAL_GBYTES": { "type": "integer", "example": 0 }, "DATA_TRANSFER_EXTERNAL_GBYTES": { "type": "integer", "example": 0 }, "PROXY_RESIDENTIAL_TRANSFER_GBYTES": { "type": "integer", "example": 0 }, "PROXY_SERPS": { "type": "integer", "example": 0 } } } } } } } } } } ```