Keep your portfolio in balance
Set target allocations for each coin, and let MyHold tell you exactly what to buy or sell to maintain your strategy.
Sample Portfolio Rebalance
Interactive demo with sample data
Total Value
$100,000
Rebalance Summary
Current Value
$100,000.00
Target Value
$100,000.00
Coins to Sell
1
$5,000.00
Coins to Buy
1
$5,000.00
Profit Opportunities
Total: $5,000.00These coins are overweight and can be sold for profit
@ $3,521.00
Current
$35,000.00
9.940000 ETH
Target
$30,000.00
8.520307 ETH
Sell
+$5,000.00
1.420051 ETH
Investment Opportunities
Total: $5,000.00These coins are underweight and good opportunities to buy
@ $67,842.00
Current
$45,000.00
0.670000 BTC
Target
$50,000.00
0.737007 BTC
Buy
-$5,000.00
0.073701 BTC
👆 This is the same component used in the actual app. Sign up free to use it with your real portfolio.
How Rebalancing Works
Set Target Weights
Define what percentage of your portfolio each coin should represent (e.g., 50% BTC, 30% ETH).
See the Drift
As prices move, your actual allocations drift from targets. We show you exactly how much.
See Opportunities
Get clear profit and investment opportunities with exact dollar amounts and quantities to get back on target.
Why Use Portfolio Rebalancing
Target-Based Analysis
Set target weights for each coin and instantly see which positions need adjustment.
Positive Framing
Actions are framed as opportunities—buy to grow, sell to take profit. No alarming red warnings.
Visual Allocation
See your current vs. target percentages side by side for quick decision making.
Real-Time Updates
Recommendations update with market prices, so you always have current guidance.