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Portfolio Rebalancing Crypto

Rebalance crypto portfolio to maintain target allocation across chains and tokens.

Complexity: Moderate | Duration: 5-15m | Category: Finance/Investment

Tags: rebalancing crypto portfolio dex swaps

Workflow Diagram​

Steps​

Step 1: Current Allocation​

Agent: blockchain

analyst - Calculate current % allocation by token

Step 2: Target Comparison​

Agent: financial

analyst - Compare vs target allocation (e.g., 40% BTC, 30% ETH)

Step 3: Drift Analysis​

Agent: financial

analyst - Identify tokens that drifted outside threshold

Step 4: Swap Calculation​

Agent: financial

analyst - Calculate exact amounts to buy/sell

Step 5: DEX Selection​

Agent: defi

specialist - Choose best DEX for lowest slippage and fees

Step 6: Gas Estimation​

Agent: blockchain

analyst - Estimate total gas costs for swaps

Step 7: Tax Impact​

Agent: tax

specialist - Calculate tax implications of swaps

Step 8: Execution Plan​

Agent: trade

executor - Create ordered list of swaps

Step 9: Approval​

Agent: code

reviewer - Human approval of rebalancing plan

Step 10: Execution​

Agent: trade

executor - Execute swaps via DEX aggregator

Step 11: Validation​

Agent: qa

specialist - Verify new allocation matches target

Usage​

To execute this workflow:

/workflow finance/investment/portfolio-rebalancing-crypto.workflow

See other workflows in this category for related automation patterns.