Portfolio Rebalancing

Auto calculates the exact trades needed to match your target portfolio allocation, then executes them after your confirmation. Rebalancing works across all seven supported chains using swaps and bridges — no special mechanism required.

How Does Portfolio Rebalancing Work?

You tell Auto your target allocation and it handles the rest:

  1. Checks your current allocation across all chains

  2. Calculates the drift from your target

  3. Proposes specific swaps and bridges to rebalance

  4. Executes each trade after your confirmation

"Rebalance my portfolio to 40% ETH, 40% stablecoins, 20% high-beta tokens"

What Does a Rebalancing Workflow Look Like?

Auto proposes the minimum trades needed to reach your target allocation, then waits for confirmation before executing.

You: "Review my wallet across Ethereum, Base, and Arbitrum and suggest a rebalance to 50% ETH, 50% USDC"

Auto: "Current: 72% ETH, 20% USDC, 8% other. To hit 50/50, I'd swap approximately 0.3 ETH to USDC on Base."

You: "Do it on Base"

Auto: Executes the swap and confirms the updated allocation.

Can I Rebalance on a Single Chain?

Auto supports rebalancing within one chain or across multiple chains. Specify the scope in your request.

"Rebalance on Base only"

"Move everything to Base and rebalance there"

"Consolidate my USDC from all chains to Base"

How Do I Consolidate Assets Across Chains?

Auto bridges tokens from multiple source chains to your chosen destination chain.

"I want all my USDC on one chain"

"Move all my ETH to Arbitrum"

What Should I Know Before Rebalancing?

Consideration
Detail

Confirmation required

Auto proposes trades but always asks for confirmation before executing

Cheapest chain

Base typically has the lowest gas costs — start rebalancing there when possible

Large rebalances

Auto may suggest multiple smaller steps to reduce slippage

Mechanism

Rebalancing uses standard swaps and bridges — Auto coordinates the steps

Automated drift alerts

Set up recurring portfolio checks to alert you when allocation drifts: "Check my portfolio allocation every day"

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