Crypto portfolio rebalancing calculator
Prices move, so your portfolio drifts away from the mix you planned. Enter what each holding is worth and the share you want it to be, and see the trades that bring it back.
To bring your $10,000 portfolio to its targets: sell $1,000 of Bitcoin, buy $500 of Ethereum, sell $500 of Solana, set aside $1,000 in cash.
- Portfolio after
- $10,000
- Total to sell
- $1,500
- Most off target
- Cash (USD)
Trades to rebalance
| Asset | Now | Share now | Target | Trade | Coins |
|---|---|---|---|---|---|
| Bitcoin | $6,000 | 60% | 50% | Sell $1,000 | 0.01278 BTC |
| Ethereum | $2,500 | 25% | 30% | Buy $500 | 0.22 ETH |
| Solana | $1,500 | 15% | 10% | Sell $500 | 5.2972 SOL |
| Cash (USD) | $0 | 0% | 10% | Set aside $1,000 | – |
How the trades are calculated
The calculator adds up your holdings plus any new money, then multiplies that total by each target percentage. The difference between that target and what you hold now is the amount to buy or sell. Coin amounts use the latest daily close.
Adding new money lets you rebalance by buying the underweight assets instead of selling the overweight ones, which can avoid fees and taxes on sales. Exchange fees and spreads make real trades slightly different.
Putting a plan like this into practice
Kraken
Coinbase
Ledger
TrezorWe may earn a commission if you sign up through these links, at no cost to you. It never changes the numbers above. Disclosure.
More free crypto tools
- Profit calculatorProfit or loss on a trade, with fees and the break-even price.
- Average cost calculatorYour average buy price across several purchases.
- Loss recovery calculatorThe gain you need to get back to even after a loss.
- DCA calculatorBacktest buying a coin on a schedule with real daily prices.
- If you had investedWhat $1,000 in a coin would be worth today, for every year since it listed.
- Staking calculatorHow staking rewards compound over the years.
Questions
How often should I rebalance a crypto portfolio?
Common approaches are on a schedule, like every quarter, or when a holding drifts more than 5 to 10 percentage points from its target. Rebalancing too often adds fees without much benefit.
Does rebalancing improve returns?
Not necessarily. It keeps your risk where you chose, by trimming what has run up and adding to what has fallen. In a long rally it usually lowers returns compared with letting the winner run.
Should I include stablecoins or cash?
If you keep some money aside for buying dips or for safety, yes. Add it as cash so the calculator counts it in the total.