Maintain optimal portfolio balance through automated rebalancing strategies
Watch how our bot automatically maintains your desired portfolio allocation through smart rebalancing.
Our intelligent rebalancing system continuously monitors your portfolio and automatically maintains your desired asset allocation through strategic trades.
Automatically maintain your desired portfolio allocation across different assets
Set custom thresholds to trigger rebalancing when allocations drift from targets
Smart rebalancing strategies that consider tax implications and minimize taxable events
Fine-tune your rebalancing strategy with our extensive range of customizable parameters.
Parameter | Description | Default | Range |
---|---|---|---|
Target Allocation | Desired percentage allocation for each asset in your portfolio | Equal Weight | Custom percentages |
Rebalancing Threshold | Percentage drift from target that triggers rebalancing | 5% | 1% - 20% |
Rebalancing Frequency | How often to check and potentially rebalance the portfolio | Daily | Hourly, Daily, Weekly |
Minimum Trade Size | Minimum trade size to avoid excessive small transactions | $50 | $10 - $1000 |
Tax Optimization | Enable tax-loss harvesting and other tax-efficient strategies | Enabled | Enabled/Disabled |
Emergency Stop Loss | Portfolio-wide stop loss to protect against major market downturns | 20% | 10% - 50% |
Choose the plan that best fits your portfolio size and complexity.
Learn how to set up and optimize Balance Trading Bot with our comprehensive video guides.
Learn how to set up your bot in under 10 minutes
How to define your target allocation and rebalancing rules
Find answers to common questions about Balance Trading Bot.
Join thousands of investors who trust Balance Trading Bot to maintain their optimal portfolio allocation.