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GuidesBy Blockchains.Click Team2 min read
SolanaEthereumBase

Portfolio Rebalancer: Set Target Allocations, Swap Into Place

Scan your wallet, set target percentages across what you hold, and rebalance with real USD-value deltas — a guided sequence of ordinary swaps, no relayer, no custody.

Your portfolio drifts. SOL pumps, your USDC allocation shrinks as a percentage, and suddenly you're holding 80% one asset when you meant to hold 50%. Portfolio Rebalancer scans what you actually hold, lets you set real target percentages, and computes the exact dollar amounts to sell and buy to get back there.

Quick facts

  • Scans real Solana + EVM balances with live USD pricing, not estimates
  • Set target percentages across what you hold — or add a new buy target
  • Computes exact USD deltas, then splits sells across buy targets proportional to their deficit
  • Executes as a guided sequence of ordinary swaps — one signature per leg, not one atomic transaction

How it works

Connect a wallet and scan — this pulls your real Solana SPL holdings and EVM token balances, priced with live market data. Set a target percentage next to each holding (defaulting to your current weight, so an untouched scan starts already "balanced"). Add a new asset you want to buy into via the token picker if it's not something you already hold.

Once your targets sum to 100%, the plan appears: which assets are over-allocated (sell) and which are under-allocated (buy), each with a real dollar amount. Hit Execute, and it runs each leg as its own swap — over-allocated holdings get split proportionally across your under-allocated buy targets, using the same exact-sum BigInt math this app already uses for Portfolio Baskets.

Why this isn't "one click, one signature"

Selling three assets and buying two others across Solana and EVM chains genuinely can't happen in a single atomic on-chain transaction — there's no mechanism that lets independent DEXs and bridges settle together like that. What Portfolio Rebalancer gives you instead is honest: a real, computed plan, executed as a sequence of ordinary swaps you sign one at a time, with live status on each leg as it runs.

Try the Rebalancer on a connected wallet.

Frequently asked questions

Does this move my funds without me signing anything?

No. Every leg of the rebalance is an ordinary swap you sign yourself, one at a time — the same guided-swap-sequence model as Dust Sweeper and Evac Engine. Nothing moves without your signature.

Is this one atomic transaction?

No — and this app won't claim that. Selling across chains and DEXs in one atomic on-chain transaction isn't achievable with the infrastructure this app uses. Each sell-to-buy leg is its own real swap, executed in sequence.

What if my target percentages don't add up to 100%?

The Execute button stays disabled until they do. This app won't guess a rebalance plan from an ambiguous allocation.

Does this work with Sui?

Not yet — there's no Sui swap execution path in this app yet. v1 covers Solana and EVM chains only.