Recipe Weekly Rebalance

Run a weekly portfolio rebalance to maintain target asset allocations.

yejiming Updated

File contents

Weekly Rebalance

PREREQUISITE: Load the following skill to execute this recipe: kraken-rebalancing

Check portfolio drift and rebalance to target weights once per week.

Steps

  1. Get balances: kraken balance -o json 2>/dev/null
  2. Get prices: kraken ticker BTCUSD ETHUSD SOLUSD -o json 2>/dev/null
  3. Calculate current weights (agent computes USD value per asset / total)
  4. Compare to targets (e.g., 50% BTC, 30% ETH, 20% SOL)
  5. If any asset drifts more than 5% from target, compute rebalance trades: SELL_VOL=$(echo "scale=8; ($CURRENT_BTC_VALUE - $TARGET_BTC_VALUE) / $BTC_PRICE" | bc) and BUY_VOL=$(echo "scale=8; ($TARGET_SOL_VALUE - $CURRENT_SOL_VALUE) / $SOL_PRICE" | bc)
  6. Present the rebalance plan to the user with estimated fees
  7. Validate sell orders: kraken order sell BTCUSD $SELL_VOL --type market --validate -o json 2>/dev/null
  8. Execute sells first (requires human approval): kraken order sell BTCUSD $SELL_VOL --type market -o json 2>/dev/null
  9. Execute buys with freed capital: kraken order buy SOLUSD $BUY_VOL --type market -o json 2>/dev/null
  10. Verify final allocations: kraken balance -o json 2>/dev/null

yejiming/web3-awesome-skills/tree/main/skills/community/exchanges/kraken-official-recipe-weekly-rebalance commit 8f4a45c8b5

Frequently asked questions

npx skillmds@latest add yejiming/recipe-weekly-rebalance