Rebalancing Method

This page is for investors who already know their target weights and need a reliable sequence when capital sits on more than one exchange.

The problem we design around

Overnight price moves pull a multi-venue book off target. Manual fixes often start on the screen that is open first, not the venue with the best fee path. Transfers between Korean and offshore books add delays and minimums. Without written guards, the “quick rebalance” becomes three transfers and a fee surprise.

Method overview

1. Reconcile

Match Desktop figures to venue exports or read-only keys. Resolve pending deposits before drafting orders.

2. Guard

Lock target bands, do-not-sell assets, max slippage, and which venues may source liquidity.

3. Plan

Write a venue-ordered trade list with estimated taker/maker and withdrawal cost.

4. Settle

You place trades. We stay available until balances and Desktop weights agree again.

Where Crypto Portfolio Desktop sits

The Desktop holds your targets and drift thresholds between human sessions. It does not replace custody or auto-route capital across exchanges in our standard engagements. Think of it as the quiet overnight watch, not a trading bot.

When to book a human review

First time connecting four or more venues
After a large deposit or withdrawal that breaks prior bands
When fee drag from weekly manual rebalancing feels larger than the drift you are fixing

Natural next actions

Browse engagements for session depth, or request a portfolio review with your exchange list. Desktop distribution remains on Microsoft Store.