RebalanceNow academy
  • Welcome to RebalanceNow.io
  • General information
    • What is RebalanceNow.io
    • Why invest with RebalanceNow.io
    • Some 'must see' video's
    • Getting started with investing
      • What is Investing
      • Why rebalancing matters
      • How RebalanceNow.io can help you start investing
  • Getting Started
    • Creating your account on RebalanceNow.io
    • Setting up your account
    • Choose your subscription plan
    • What do you need to know before you start
    • Setting up the connection with your exchange
  • Basics
    • Setup rebalancing (basics)
    • Portfolio overview
      • Manual - Portfolio and Rebalancing
      • Compare
    • Advanced (safety) features
    • Examples
    • 🧠 10 Smart Guidelines to Set Up Your Rebalancing Strategy
    • Deleting your account
    • Extra information
    • Compare (Portfolio menu)
    • How to add RebalanceNow to your home screen
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  1. Basics

Compare (Portfolio menu)

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Last updated 9 months ago

To better understand the impact of rebalancing, here are several examples using real customer data.

  • Green Box: Displays the initial date of comparison.

  • Blue Box: Shows the second date of comparison.

  • Red Box: Indicates the difference in value, showing whether it has increased or decreased.

Important Notes:

  • Market Movements: Keep in mind that rebalancing reacts to market conditions. When the market rises, rebalancing often results in selling assets to maintain balance, which might show higher dollar/euro values. Conversely, in a bear market, you may notice an increase in the number of coins and a decrease in stablecoins.

  • Timing Matters: The results of rebalancing can vary depending on when you view them. A strong market may show increased value in fiat currency, while a declining market may display a growth in asset quantity, particularly in coins.

This comparison page helps visualize the long-term benefits of rebalancing under different market conditions.

Important Reminder:

When comparing the results of rebalancing, it's crucial that no manual transactions have been made during the comparison period. If you've sold assets, added funds, or made any other manual changes, the comparison won't accurately reflect the effects of rebalancing. In such cases, comparing the results may not provide meaningful insights.