Rebalance
Hold a basket of assets at target weights — trim winners, top up laggards.
What is Rebalancing?
Rebalance holds a basket of three or more assets at fixed target weights (e.g. 40% SOL / 40% ETH / 20% USDC). When any asset drifts away from its target — because it outperformed or underperformed — the bot trades back toward the targets: it sells what's grown too large and buys what's shrunk.
That mechanically enforces “sell high, buy low” across your whole portfolio and keeps your risk allocation steady. The basket is valued and routed in a single quote/routing asset. (Inspired by KuCoin-style smart rebalancing.)
Drift, then Rebalance
SOL outran the basket to 52% of value, so the bot sells SOL and buys ETH and USDC until each asset is back at its 40/40/20 target.
How to set it up
Basket assets
At least 3 assets, each with a symbol, token address, and a target weight (%). The weights must sum to exactly 100%.
Rebalance trigger
Choose On drift (rebalance once any asset drifts past a threshold) or On a timer (rebalance on a fixed cadence).
Drift threshold (%)
Rebalance once any asset drifts this far from its target weight.
Rebalance every (interval)
Only for the timer mode (e.g. every 7 days): how often the basket is rebalanced back to target weights.
When to use it
Diversified portfolio
Maintain a multi-asset basket at a fixed risk allocation instead of drifting into concentration.
Systematic profit-taking
Automatically trim outperformers and rotate the proceeds into laggards.
Hands-off management
Rules-based portfolio management — the basket stays on target without manual trades.
Rotating leadership
Markets where leadership rotates between assets reward buying the laggard and trimming the leader.
Single strong trend
Rebalancing trims your best performer — it caps upside on a runaway winner.
Fees and churn
Each rebalance incurs swap fees, so too tight a drift threshold churns your capital.
Not a directional bet
Rebalance maintains an allocation — it is not a call on any asset going up.
Best time to use Rebalance
- You hold a basket and want to keep target weights.
- You want automatic profit-taking and dip-buying across assets.
- You prefer diversification over concentration.
- Rotating/choppy markets where no single asset dominates for long.
Availability
Grid, DCA, Accumulation, and Glide are live on-chain today on both Solana and Robinhood Chain. Rebalance is the most advanced strategy (multi-asset) and is coming soon — the strategy builder is in the app while its multi-asset on-chain vault and keeper are being finalized and hardened. It is not yet available to create.