Compare (Portfolio menu)
Last updated
Last updated
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.
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.
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.
