Portfolio Rebalancer

Portfolio Rebalancer

Automated portfolio rebalancing with multiple strategies.

Rebalancing Methods

1. Calendar Rebalancing

• Daily, Weekly, Monthly, Quarterly
• Configurable day/time

2. Threshold Rebalancing

• Trigger when allocation drifts X% from target
• Per-asset or portfolio-wide thresholds

3. Tactical Rebalancing

• AI-driven based on market conditions
• Momentum-adjusted allocations
• Risk-parity weighting

4. Tax-Loss Harvesting

• Sell losers to offset gains
• 30-day wash sale rule compliance
• Substitute asset selection

Features

• Multi-Exchange Support - Binance, Coinbase, Kraken, etc.
• Gas Optimization - Batch transactions, optimal timing
• Drift Visualization - See how far from targets
• What-If Analysis - Preview rebalance before execution
• Transaction Logs - Full audit trail

Commands

kit rebalance status
kit rebalance preview --method threshold
kit rebalance execute --dry-run
kit rebalance configure --method calendar --frequency weekly
kit rebalance tax-harvest --threshold 500

Target Allocation Example

{
  "BTC": 40,
  "ETH": 30,
  "SOL": 15,
  "USDC": 15
}