Build
Maintain target allocations without hiding concentration risk.
A Portfolio strategy compares current holdings or exposure with target percentages and rebalances when drift crosses the configured threshold.
Define the allocation
- Choose Spot or Margin. In Margin mode, confirm the long or short direction for each allocation.
- Select the reference quote. Use a consistent valuation asset for the portfolio.
- Add liquid supported assets. Verify pair availability, minimum orders, and precision at the selected exchange.
- Set target percentages. Confirm the total and leave intentional cash or collateral reserve where appropriate.
- Set the rebalance threshold. A smaller threshold can create more orders, turnover, fees, and tax events.
How rebalancing behaves
When an asset drifts beyond its allowed range, the strategy can buy underweight assets and sell overweight assets to move toward the target. Orders remain subject to balance, minimum notional, precision, fees, liquidity, and exchange availability.
Rebalancing is not diversification by itself
Several highly correlated crypto assets can fall together. Allocation percentages describe exposure, not independence or guaranteed risk reduction.
Backtest the whole portfolio
- Use a period with rising, falling, and sideways markets.
- Review total equity drawdown including open positions.
- Inspect turnover and trade count as a proxy for fee sensitivity.
- Compare the result with a passive benchmark using the same starting allocation.
- Test what happens when one asset has missing data or becomes unavailable.
Operate the strategy
Before live mode, reconcile the exchange holdings with the portfolio assumed by Gimmer. Deposits, withdrawals, manual trades, and positions opened by another bot can all change the starting allocation and cause immediate rebalance orders.