rebalancer

Automate portfolio rebalancing by defining target asset allocations and enabling triggers to detect drift. The script executes tax-optimized trades across crypto, stocks, and bonds using Python, ccxt, yfinance, and pandas to maintain your desired percentages.

Drift detection identifies when current holdings deviate from your target asset allocations. It automatically evaluates your portfolio against predefined threshold or calendar-based triggers to determine if rebalancing is required.

Yes, you can use ccxt and yfinance to rebalance a multi-asset portfolio. The script requires these Python libraries alongside pandas to seamlessly integrate with financial markets and manage assets like stocks, bonds, and cryptocurrencies.

The best way to execute tax-optimized trades during portfolio rebalancing is to use the script's smart rebalancing feature. It automatically executes trades in a cost-optimized manner based on your threshold or calendar-based triggers.

Yes, you need Python 3 to run automated portfolio rebalancing scripts. The environment must have ccxt, yfinance, and pandas libraries installed to support market integration and data processing for trade execution.

You should not use automated portfolio rebalancing if you lack a Python 3 environment with ccxt, yfinance, and pandas installed, or if your portfolio requires manual oversight rather than threshold or calendar-based trigger execution.