# Welcome to RebalanceNow\.io
Welcome to RebalanceNow\.io, your ultimate partner in smart and automated investing in crypto! We’re thrilled that you’ve taken the first step toward more efficient crypto portfolio management. Whether you’re a seasoned investor or just getting started, RebalanceNow\.io provides the tools and insights you need to optimize your investment portfolio, manage risk, and maximize your returns. ### Jump right in
General informationWhat is rebalancing/files/UHF7zjwcq36zmrwja3ub/pages/Umf3qBGbdTLXe95nUduC
Getting StartedCreate your account/files/UHF7zjwcq36zmrwja3ub/pages/CyH2xJQs9yWJ1S8BYNav
BasicsLearn the basics of RebalanceNow/files/vxs1ER5I8VkIA0IaOqfo/pages/7aUFmnCMx9m4smGncsXL
# What is RebalanceNow\.io RebalanceNow\.io is an advanced platform specifically designed to help investors manage and rebalance their investment portfolios. Rebalancing is a crucial process where your investments are periodically adjusted to ensure that your portfolio stays aligned with your original investment strategy. This process helps reduce risks and improves your long-term returns. Our platform makes the process of rebalancing simple and accessible for everyone, regardless of experience. With just a few clicks, you can automatically rebalance your portfolio according to the parameters you’ve set. In addition, RebalanceNow\.io offers comprehensive analysis tools to help you make informed decisions and achieve your financial goals. # Why invest with RebalanceNow\.io At RebalanceNow\.io, we understand that investing can be complex, especially when managing a diverse portfolio consisting of various asset classes. Here are some reasons why RebalanceNow\.io is the ideal choice for both novice and experienced investors: * **Automated Rebalancing:** Our platform takes the heavy lifting out of manual rebalancing, giving you more time to focus on other aspects of your financial life. * **Risk Management:** By regularly rebalancing, you keep your risks under control and ensure that your investments stay aligned with your goals and risk tolerance. * **User-Friendly Interface:** Our intuitive dashboard and easy navigation make it simple to manage your investments, no matter your experience level. * **Insightful Analysis:** With our powerful analysis tools, you can gain deep insights into your portfolio’s performance and adjust strategies as needed. {% hint style="info" %} #### Important Note: *Your crypto assets remain on your own account on the exchanges. RebalanceNow\.io does not take custody of your assets; instead, it connects to your exchange accounts via API to help manage and rebalance your portfolio according to your settings. This means that you retain full control over your funds at all times.* {% endhint %} This guide is designed to walk you through using RebalanceNow\.io step by step. Whether you want to learn how to make your first investment, balance your portfolio, or explore advanced features, this guide provides everything you need to make the most of our platform. Let’s embark on your journey toward smarter and more efficient investing with RebalanceNow\.io! # Some 'must see' video's Understanding the concept of rebalancing is crucial to managing a successful investment portfolio. To help you grasp this important topic, we’ve curated a selection of must-see videos that explain the fundamentals of rebalancing, why it’s essential, and how it can benefit your long-term investment strategy. These videos provide clear and concise explanations, making it easy to understand how rebalancing works and why it’s a key practice for any investor. Be sure to watch these videos to build a solid foundation in portfolio management. {% embed url="" %} Rebalancing in general - 2 minutes {% endembed %} {% embed url="" %} Rebalancing explained - 5 minutes {% endembed %} {% embed url="" %} Rebalancing explained for dutchies - 4 minutes {% endembed %} More video's on our YouTube channel # Getting started with investing Investing is one of the most effective ways to build wealth over time, but if you’re new to it, the process can seem overwhelming. Don’t worry—RebalanceNow\.io is here to make your investing journey as smooth and successful as possible. In this section, we’ll walk you through the basics of investing, explain why rebalancing is crucial, and show you how RebalanceNow\.io can help you get started with confidence. # What is Investing At its core, investing is the act of allocating money with the expectation of generating a return or profit over time. Rather than letting your money sit idle, investing allows you to grow your wealth by purchasing assets such as stocks, bonds, crypto, real estate, or mutual funds. These assets can appreciate in value or generate income, contributing to the growth of your portfolio. However, investing also involves risk. The value of your investments can fluctuate based on market conditions, and there’s no guarantee of a positive return. That’s why it’s essential to have a solid strategy in place, which is where RebalanceNow\.io comes in. # Why rebalancing matters Rebalancing is the process of periodically adjusting the proportions of different assets in your investment portfolio. As the market moves, some investments may grow faster than others, causing your portfolio to drift away from your intended asset allocation. Over time, this can increase your exposure to risk and potentially undermine your financial goals. Regular rebalancing helps you maintain the right mix of investments in line with your risk tolerance and long-term objectives. By selling overperforming assets and buying underperforming ones, you bring your portfolio back into balance. This disciplined approach can help you manage risk more effectively and ensure that your investments continue to work towards your financial goals. # How RebalanceNow\.io can help you start investing RebalanceNow\.io simplifies the investing and rebalancing process, making it accessible even if you’re just starting out. Here’s how we can help: * **Step-by-Step Guidance:** Our platform offers clear, step-by-step instructions to help you set up your account and you could start building your crypto portfolio. * **Automated Rebalancing:** Once your portfolio is set up, our automated tools take care of the rebalancing for you, ensuring your investments stay aligned with your strategy. * **Educational Resources:** We provide a wealth of educational content to help you understand the basics of investing, develop your strategy, and make informed decisions. * **User-Friendly Tools:** Our intuitive interface makes it easy to monitor your investments, track performance, and adjust your portfolio as needed. By using RebalanceNow\.io, you’re investing smarter. We’re here to help you every step of the way, from your first investment to managing a diversified portfolio with confidence. Now that you understand the basics, let’s move on to creating your account and making your first rebalancing strategy. # Creating your account on RebalanceNow\.io Now that you have a basic understanding of investing and the importance of rebalancing, it’s time to take the next step: creating your account on RebalanceNow\.io. Setting up your account is simple, and within minutes you’ll be ready to start managing and optimizing your investment portfolio. **Registering for an Account** Getting started with RebalanceNow\.io is easy. Follow these steps to register your account: 1. **Visit the RebalanceNow\.io Website:** * Open your web browser and navigate to [RebalanceNow.io](https://www.rebalancenow.io). * Click on the “Platform login” or “Get Started for free” button on the homepage.
**Create Your Account:** * You’ll be prompted to enter your name, email address and create a secure password. * Once you’ve entered your details, check the box to agree to the Terms and Conditions and click “Register” to proceed.
**Verify Your Email:** * After registering, check your email inbox (or spambox) for a verification email from RebalanceNow\.io. * Click the verification link in the email to confirm your account and complete the registration process. **Log In to Your Account:** * Enter your email and password to access your newly created account. * Return to the homepage and login {% hint style="info" %} Want to learn about writing content from scratch? Head to the [Basics](https://github.com/GitbookIO/onboarding-template/blob/main/getting-started/broken-reference/README.md) section to learn more. {% endhint %} # Setting up your account With your account registered, the next step is to configure your profile and security settings: * **Complete your Profile:** * Once logged in, you are in front of the dashboard.

Dasbh

* Go the the My Settings page to set up your profile.
* Provide some basic information about yourself, such as your last name. * **Set Up Two-Factor Authentication (2FA):** * To enhance the security of your account, you need to enable Two-Factor Authentication (2FA) before you could use the API's with Exchanges. You don't have an Authenticator app yet? Download it from [Authy](https://authy.com/) or search for Google Authenticator in your store. # Choose your subscription plan
* RebalanceNow\.io offers different subscription plans depending on your needs and the level of features you require. * Select the plan that best suits your investing goals and budget. You can always upgrade or downgrade plans later if needed. Rebalancing till 2000 euro is for free. * **Free Plan:** Includes 1 exchange and 1 portfolio/basket. * **Basic Plan:** Includes 1 exchange with 2 portfolios/baskets and the coin drainage feature. * **Premium Plan:** Includes multiple exchanges with 2 portfolios/baskets and access to all features available on the platform. **Invoices** You can download your invoices below on this page.
# What do you need to know before you start Before diving into the world of automated investing with RebalanceNow\.io, there are a few key concepts you should be aware of: * **Baskets for Rebalancing:** Coins that you want to rebalance together are grouped into what we call a "basket." Each basket represents a collection of assets that will be managed and rebalanced as a single unit. It’s important to carefully select the coins you include in a basket, as the automated rebalancing will apply to all assets within that group. * **Automation Reflects Your Setup:** The actions you automate within RebalanceNow\.io will execute exactly as you’ve configured them. This means that any automated rebalancing or adjustments will follow the rules and parameters you’ve set. Take your time to ensure your settings align with your investment goals and risk tolerance. * **Portfolio Overview:** The **Portfolio** menu item provides a comprehensive view of your holdings across various exchanges. It shows you the current status of all your assets, helping you keep track of what you own and where it’s located. * **Rebalancing Settings:** In the **Rebalancing** menu, you can configure all your rebalancing parameters. This is where you set the thresholds, schedules, and specific rules for how you want your baskets to be managed. The rebalancing feature is one of the core tools of RebalanceNow\.io, ensuring your investments stay aligned with your strategy. **Enjoy the following chapters as we dive into the Basics of RebalanceNow.** # Setting up the connection with your exchange To fully utilize RebalanceNow\.io and enable automated portfolio management, you'll need to connect your exchange account by setting up an API (Application Programming Interface) key. This allows RebalanceNow\.io to securely access your exchange account and manage your assets according to the settings you configure. **Step-by-Step Guide to Setting Up the API:** * [ ] **Navigate to the "Exchanges" Menu:** * Log in to your RebalanceNow\.io account. * On the dashboard, find and click left on the **"Exchanges"** menu item. This is where you’ll manage the connections between RebalanceNow\.io and your exchange accounts.
* **Choose Your Exchange:** * In the "Exchanges" section, you’ll see a list of supported exchanges. Select the exchange where you hold your assets that you wish to manage through RebalanceNow\.io. * If your exchange is not listed, please check for updates or consult our support team for further assistance. * **Follow the steps from the instructions carefully. *****Specifically, the part about IP whitelisting***
If you've followed all the steps correctly, you'll see that your exchange account is successfully connected.
You're now ready to set up your portfolio and configure the rebalancing. This will be covered in the next section. **Security Note:** Your API keys are encrypted and stored securely on RebalanceNow\.io. We prioritize your security and privacy, ensuring that your account and assets are protected at all times. Remember to never share your API keys with anyone. By connecting your exchange account via API, you enable seamless integration with RebalanceNow\.io, allowing for efficient and automated portfolio management. Note: When creating a new API key. When setting it up, ensure you enable permissions for **trading** and **reading account data** but **disable withdrawal permissions** for added security. Enjoy the ease of having your investments managed in one place! # Setup rebalancing (basics) Great! Your account is fully set up, and your exchange(s) are successfully connected. Now, we can move on to setting up the rebalancing. Head over to the **Rebalancing** menu item to get started.

Rebalancing menu

On this page, you'll configure all the settings related to rebalancing for each exchange. Below is an example with an explanation for the most basic setup. The advanced features will be covered later. Follow the step-by-step instructions using the arrows.

Rebalancing settings - 1

* **Arrow 1:** Select the correct exchange for which you have linked the API and wish to set up rebalancing. * **Arrow 2:** Here you see 2 baskets. This means you can create two different baskets to rebalance coins together. {% hint style="info" %} **Baskets for Rebalancing:** Coins that you want to rebalance together are grouped into what we call a "basket." Each basket represents a collection of assets that will be managed and rebalanced as a single unit. It’s important to carefully select the coins you include in a basket, as the automated rebalancing will apply to all assets within that group. {% endhint %} * **Arrow 3:** In the checkbox, select which coins you want to include in your basket for rebalancing. * **Arrow 3.1:** Enter the percentage allocation for each coin. Make sure the total adds up to 100%, which you can see at the bottom. * **Arrow 4:** Specify the time interval for rebalancing. * **Arrow 5:** Once everything is set, click "Save" to store your rebalancing strategy.
* **Arrow 6:** After saving, click the green "Start Rebalancing" button to begin the rebalancing process. * **Arrow 7:** If you want to completely remove the rebalancing setup, click "Delete Rebalancing."
* **Arrow 8:** You can manually trigger rebalancing at any time using this button. Note that the interval will reset from this point onward. * **Arrow 9:** This button allows you to pause the rebalancing process. Rebalancing will resume when you press the button again. * **Arrow 10:** If you're done with this rebalancing setup, you can delete it using this button. * **Arrow 11:** In the bottom left corner, you can see the date of the last rebalancing and when the next one is scheduled. * **Arrow 12:** Additional functionalities: Each feature, such as offline balance, coin price drops, spread protection, etc., has its own detailed explanation available. Click on the text to view more information. {% hint style="info" %} #### Points to keep in mind: 1. **Not all extra functionalities are available with every subscription plan.** 2. **Rebalancing on some exchanges requires a minimum trade of 5 euros.** If this minimum is not met, the rebalancing will not occur. This is more likely to be an issue with a portfolio of 100 euros than with a portfolio exceeding 500 euros. {% endhint %} That's it! You're all set to enable a basic rebalancing strategy. Follow the next guide to view your portfolio in the **Portfolio** menu. And be sure to check out the advanced guides to understand how all the extra functionalities work. # Portfolio overview #### Welcome to the portfolio section
If you’ve linked your API(s), this is where you’ll see your coins and their total value. The data is refreshed every 15 minutes. In this section, we’ll guide you through what you can see here and the available functions.

Portfolio explained

* **Arrow 1:** Here, you’ll find the different tabs for exchanges, plus the Compare function. The Compare function is covered in a separate chapter. Click on the exchange you’ve linked via API. * **Arrow 2:** The areas marked with Arrow 2 are clickable. You can view either your entire portfolio (all coins on the exchange) or Basket 1 or Basket 2 for this exchange. * **Arrow 3:** If you want to rebalance a coin that’s not yet available in your portfolio, you can purchase it directly without needing to go to the exchange itself. Note that these purchases are made with EURO or USDT, which are stablecoins. * **Arrow 4:** This button allows you to manually refresh your portfolio. For example, if you’ve purchased something directly on the exchange and it’s not yet visible in this tool, you can use this to update your view. * **Arrow 5:** Use this option to select between viewing your portfolio value in EURO or DOLLAR. * **Arrow 6:** Displays the total value of your portfolio on Bitvavo.

Columns portfolio explaned

#### The Columns Explained * **Arrow 1:** This column lists the coins you currently hold on the exchange. * **Arrow 2:** Here, you’ll see the quantity of each coin you have. * **Arrow 3:** This shows the target percentage (norm) you set via the rebalancing menu. If rebalancing is not active, this column will not display a target percentage, and you’ll see the standard portfolio view instead. * **Arrows 4 and 5:** These columns show the difference between the target percentage (norm) and the current percentage. Green indicates the amount that needs to be purchased, while red shows what will be sold to bring the basket back into balance. * **Arrow 6:** This column displays the total value per coin and the overall total of your portfolio at the moment. This overview should help you navigate and use the Portfolio section effectively. # Manual - Portfolio and Rebalancing #### Manual Portfolio and Rebalancing Section This section covers manual portfolio management and rebalancing. If you have coins stored in locations other than your connected exchanges, you can manually add them here to ensure your total portfolio reflects all your assets accurately. If you prefer to rebalance manually rather than automatically, this is also possible through this section.

Portfolio - Manual

* **Arrow 1:** Manually add a coin to your portfolio. * **Arrow 2:** If you've added stablecoins, you can view them here. This section is separate from regular coins, giving you a clear overview of your stablecoins, which are crucial for buying opportunities during market dips. * **Arrow 3:** The coins you currently hold.
* **Type:** Choose between a stablecoin or a regular coin. * **Coin:** Select the correct coin from the list. * **Percentage in Basket:** If you are manually rebalancing, you can enter the percentage for the basket here. If not, leave this field empty. * **Amount:** Enter the number of coins. * **Where:** Specify where you have stored these coins. This is not critical for the rebalancing process. * **Basket:** If you’re manually rebalancing, assign the coins to the appropriate basket. * **Comment:** Add a note on where the coins are stored (e.g., Ledger, Exchange X). This helps you keep track of everything later. # Compare Coming soon! # Advanced (safety) features In this chapter, we’ll delve into the various (safety) features within the rebalancing menu. These features are designed to enhance the effectiveness and security of your rebalancing strategy, providing you with greater control and peace of mind. It’s worth noting that many of these features are available under the Premium plan. Understanding how to use these tools will help you optimize your rebalancing process and protect your investments. {% hint style="info" %} You can always read more about each feature by clicking on the feature itself. A black text box will appear with detailed information. {% endhint %}
**Offline Balance** Use offline/online rebalancing when you want to securely move a portion of your coins to, for example, Trustwallet or Metamask. Enter the amount that is offline in the Quantity field. This way, you rebalance with 100% of your coins. If a coin is 100% sold on the exchange during an upward trend, you will receive an email to deposit a portion back to the Exchange. Don't forget to update the offline amount afterward. **Coin price drop alert** Set the percentage threshold for price drop alerts. If the current coin unit price falls below this set percentage from the last rebalancing, an email notification will be sent to you, and the automatic rebalancing of this basket will be promptly halted. Note: Setting the percentage to 0 will turn off this feature. **Spread protection** Set the percentage threshold for spread protection. If the percentage difference between the first and last orders in the order book exceeds this threshold, rebalancing will be skipped and retried until the spread difference falls within the specified limit. Note: Setting the percentage to 0 will turn off this feature. **Rebalance on coin up** Set the percentage threshold for auto rebalancing on coin value up by the selected percentage from the last rebalance time. Note: Setting the percentage to 0 will turn off this feature. **Rebalance on coin down** Set the percentage threshold for auto rebalancing on coin value down by the selected percentage from the last rebalance time. Note: Setting the percentage to 0 will turn off this feature. # Examples In this chapter, we’ll explore various examples, including different types of potential portfolios (though not exhaustive) and setups. We’ll look at scenarios where automated strategies can work well, as well as cases where things might not go as planned. It’s important to remember that this is not financial advice; these are simply examples based on experiences and possible theories. Our aim is to provide you with insights and considerations that might help you in crafting your own strategies, but the final decisions are always yours to make. #### Examples of Personas Starting with RebalanceNow\.io When getting started with RebalanceNow\.io, users might approach their portfolio setup differently depending on their existing assets and investment goals. Here are a few examples of how different personas might set up their rebalancing strategy, incorporating the latest steps for purchasing and managing coins. **Persona 1: The Experienced Crypto Holder** If you already own cryptocurrency and want to use that as your starting point, setting up your rebalancing strategy is straightforward: 1. **Select Your Coins:** Begin by selecting the coins (arrow 1)you already own that you want to include in a rebalancing basket. 2. **Assign Percentages:** Review the current percentage of each coin within the basket (arrow 2) and enter these percentages (arrow 3) in the rebalancing tool. 3. **Save and Start Rebalancing:** Click save, and from that point on, the tool will manage your portfolio based on the percentages you’ve set. This approach works well for users who already have a diversified portfolio and want to maintain or slightly adjust their existing allocations.
**Persona 2: The New Investor Starting from Scratch** If you’re starting with an empty portfolio, you’ll first need to decide which coins you want to include in your rebalancing baskets. Here’s how to proceed: 1. **Determine Your Strategy:** * **Top 20 Coins Basket:** * **Example:** BTC, ETH, BNB, ADA, SOL, etc. * **Strategy:** This approach captures the broad market trend by focusing on the largest and most established coins. * **Lower Market Cap Coins Basket:** * **Example:** LINK, AAVE, SUSHI, RUNE, etc. * **Strategy:** Targets smaller, emerging coins that may offer higher growth potential. * **Narrative-Based Baskets:** * **Gaming Basket:** MANA, ENJ, SAND, AXS, etc. * **DeFi Basket:** UNI, AAVE, COMP, SNX, etc. * **RWA Basket:** MKR, RLC, LEND, etc. 2. **Purchase the Coins:** * **Via the Portfolio in the Menu:** Alternatively, purchase the coins through the **Portfolio** section in RebalanceNow\.io. This allows you to buy directly from your linked exchange within the platform. * **On the Exchange Itself:** Buy the coins directly on your linked exchange. 3. **Select Your Coins for Rebalancing:** * Once your coins are purchased, choose the ones you want to include in each basket. 4. **Assign Percentages:** Determine how much of each coin you want in the basket, ensuring the total equals 100%. 5. **Save and Start Rebalancing:** Save your settings, and the tool will begin rebalancing based on your chosen strategy. #### Important Disclaimer The examples provided are not financial advice but are intended to illustrate possible strategies. There are countless ways to structure your rebalancing baskets based on your preferences and risk tolerance. # 🧠 10 Smart Guidelines to Set Up Your Rebalancing Strategy #### Disclaimer > The examples and strategy guidelines provided on this page are for educational and illustrative purposes only. > > They do not constitute financial advice, and no rights can be derived from them. > > Always do your own research and consult a financial professional if needed. You are solely responsible for the strategies and decisions you apply using the tool. #### 1. **Start simple: 2 to 5 coins is enough** Too many coins can make your strategy complex and expensive to rebalance.\ Begin with a small, manageable set of coins you know and follow. *** #### 2. **Think in risk layers — not coin names** Create your allocation based on **types of assets**, not hype: * 🔹 **Core layer** – larger, more established coins * 🔸 **Growth layer** – promising mid-cap projects * ⚠️ **Experimental layer** – small or new coins (limit to 10–20%) This structure helps manage risk while still leaving room for upside. *** #### 3. **Include a stablecoin buffer (e.g. USDC, EURC)** Stablecoins give you flexibility to: * Take profits during market rallies * Buy dips without needing new funds * Maintain calm during volatility Without stablecoins, you only rebalance between assets that rise and fall together — missing out on locked-in gains. *** #### 4. **Choose a rebalancing frequency that suits you** * 🧭 **Active (1–7 days):** for hands-on users, frequent shifts * 🧘 **Balanced (14–30 days):** less effort, fewer fees * 🧠 **Threshold-based:** rebalance only when allocations drift beyond a set % (e.g. 10%) Pick what fits your rhythm and goals. *** #### 5. **Limit exposure to small-cap or high-risk coins** Smaller projects can offer upside — but also real risk.\ These coins can drop fast, lose liquidity, or even disappear. *** #### 6. **Use the ‘Coin Price Drop Alert (%)’ feature for safety** Set a drop alert (e.g. -40%) per coin.\ If that coin drops too much: * Rebalancing is **automatically paused** * You receive a notification to review your position This prevents overexposure to coins that may not recover. *** #### 7. **Use stablecoins as your ‘profit capture zone’** As the market goes up, rebalancing into stablecoins allows you to gradually lock in gains.\ Later, you can use those stablecoins to re-enter at lower prices — without needing to add more money. *** #### 8. **Backtest before going live** A backtest runs your exact setup on historical price data.\ It helps you understand: * How your strategy would have behaved * How often it rebalances * Where your risk and returns are concentrated ⚠️ *Backtests are not predictions — but they are powerful preparation tools.* *** #### 9. **Review your strategy every quarter** Markets change. So should your setup.\ Revisit your allocation every few months and adapt based on your goals and the current environment. *** #### 10. **Use the tool as a strategy engine, not a prediction machine** RebalanceNow\.io helps automate your plan — **you define the plan**.\ This isn’t financial advice.\ The stronger your strategy, the more confidently you can stay the course. # Deleting your account Do you want to delete your account, including all data and settings? You can do this under the **My** **Settings** section. Once you press this button, there is no way to recover your information. Please proceed with caution.
# Extra information Coming soon! # Compare (Portfolio menu) 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.
{% hint style="info" %} #### 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. {% endhint %} # How to add RebalanceNow to your home screen #### To make accessing RebalanceNow even easier, you can add it directly to your home screen on both iOS and Android devices. Here’s how: **iOS: Using Safari** 1. **Open Safari:** Launch Safari on your iPhone. 2. **Navigate to the Dashboard:** Go to [dashboard.rebalancenow.io](https://dashboard.rebalancenow.io). Make sure you're logged in (if you haven't already). 3. **Tap the Share Icon:** At the bottom of the screen, tap the share icon (a square with an upward arrow). 4. **Select "Add to Home Screen":** Scroll down and tap on "Add to Home Screen." 5. **Name the Shortcut:** Enter a name for the shortcut, like "RebalanceNow." 6. **Add to Home Screen:** Tap "Add," and the shortcut will appear on your home screen. You can now open RebalanceNow directly from your home screen just like any other app. **Android: Using Chrome** 1. **Open Chrome:** Open the Chrome browser on your Android device. 2. **Navigate to the Dashboard:** Go to [dashboard.rebalancenow.io](https://dashboard.rebalancenow.io). Ensure you're logged in. 3. **Tap the Menu Icon:** Tap the three vertical dots in the top-right corner of the browser. 4. **Select "Add to Home Screen":** In the dropdown menu, tap on "Add to Home Screen." 5. **Name the Shortcut:** Enter a name for the shortcut, such as "RebalanceNow." 6. **Add to Home Screen:** Tap "Add," and the shortcut will be added to your home screen. Just like on iOS, you can now launch RebalanceNow from your home screen on Android for quick and easy access. # DCA (Dollar Cost Average) #### What is Dollar Cost Averaging? Dollar Cost Averaging (DCA) is an investment strategy where you invest a fixed amount of money into a specific asset at regular intervals, regardless of the asset’s price.\ This approach helps reduce the impact of market volatility, as your purchases are spread out over time — sometimes buying at higher prices, sometimes at lower prices — resulting in an averaged purchase price. Key benefits: * **Reduces timing risk** — you don’t need to guess the “perfect” entry point. * **Smooths volatility** — spreading purchases over time avoids putting all funds in during market peaks. * **Simple and disciplined** — removes emotional decision-making. #### How it works in RebalanceNow\.io With RebalanceNow\.io, you can set up automated DCA strategies for supported exchanges.\ Once configured, the system will automatically purchase your chosen cryptocurrency at the frequency, day, and time you select. **Steps to create a DCA strategy:** 1. **Create a new DCA (menu) strategy** in your dashboard. 2. **Select a platform** (e.g., Bitvavo). 3. **Select the target trading pair** (e.g., ETH-EUR). 4. **Enter the investment amount** in the quote currency (e.g., EUR, USDT). 5. **Set frequency** (daily, weekly, monthly). 6. **Choose day and time** (in your time zone) for execution. 7. **Save** — your strategy will run automatically. *** #### Important conditions * Coins used in your **rebalancing strategies** on the same exchange **cannot** be used for DCA.\ This prevents conflicts where DCA purchases could interfere with your rebalancing calculations. * Ensure you have sufficient balance or deposit automation in place. * You can pause or delete strategies at any time without affecting other strategies. # Backtesting #### What is backtesting? Backtesting is a simulation technique where you apply your chosen strategy to historical market data to see how it would have performed in the past.\ It’s an essential tool for evaluating a rebalancing strategy before committing real funds, as it allows you to: * **Measure potential profitability** over different timeframes. * **Test strategy settings** (frequency, triggers, allocations) without financial risk. * **Understand volatility and drawdowns** before you start live trading. * **Compare different approaches** to find the most effective one. *** #### Why it’s useful Rebalancing is often a long-term strategy, and small differences in settings can significantly impact results.\ With backtesting you can: * Avoid costly trial-and-error with real money. * See how your strategy handles different market conditions (bull, bear, sideways). * Identify the optimal rebalance frequency and allocation mix for your portfolio. *** #### How it works in RebalanceNow\.io The Backtest Rebalancing tool runs your configured strategy on historical daily price data. Once complete, you can view the results, analyze performance metrics, and download the CSV for deeper analysis. *** #### Fields you can set **Backtest Period** * **Start Date / End Date**: Select any period up to a maximum of 10 years (from 2017-01-01 to today). * **Rebalance Frequency**: Choose how often the rebalance is simulated (e.g., Daily, Weekly, Monthly). **Rebalance Triggers *****(optional)*** * **Coin Up % Trigger**: Rebalance if a coin’s value increases by at least X% since the last rebalance. * **Coin Down % Trigger**: Rebalance if a coin’s value decreases by at least X%. > ℹ These triggers use daily price data at 00:00 UTC and may be less effective for very short rebalance frequencies. **Fee & Threshold** * **Fee Rate (%)**: Enter your exchange’s trading fee percentage. * **Minimum Rebalance Threshold (€)**: Prevents rebalancing if the trade value is too small. **Coin Allocations** * **Total Initial Investment (€)**: Enter the total portfolio amount or leave empty to calculate from individual coin entries. * **Define Coin Allocations**: Select the coins and assign either allocation percentages or fixed Euro amounts.\ The total allocation must equal 100%.