> For the complete documentation index, see [llms.txt](https://docs.realio.finance/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.realio.finance/features/portfolio-rebalancer.md).

# Portfolio Rebalancer

Maintain your ideal risk profile automatically with the Realio Rebalancer.

## What is Rebalancing?

Over time, your asset allocation may drift as some stocks outperform others. Rebalancing is the process of selling overweight assets and buying underweight ones to return to your target weights.

## Setting Your Strategy

1. **Set Target Allocation**: Define the % weight for each stock in your portfolio (e.g., 40% NVDA, 60% AAPL).
2. **Choose Trigger**:
   * **Threshold**: Rebalance whenever an asset drifts more than X% from target.
   * **Periodic**: Rebalance every week, month, or quarter.
3. **Review & Execute**: The system calculates the necessary swaps and presents a batch transaction for your approval.

## Benefits

* **Risk Management**: Prevents your portfolio from becoming too concentrated in one asset.
* **Buy Low, Sell High**: Disciplined rebalancing naturally forces selling high and buying low.
* **Automation**: Save time and gas by grouping trades into optimized flows.


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