If you hold more than 3 cryptocurrencies, your portfolio is drifting right now.
Bitcoin pumps → you're now 55% BTC instead of 40%. SOL dumps → you're underweight.
Before you know it, your carefully planned allocation is a mess — and you're taking on risk you didn't agree to.
The solution: systematic rebalancing
Professional fund managers rebalance quarterly. You can do it monthly with this free Google Sheets template.
What the template does:
- You enter your target % for each coin (say 40% BTC, 25% ETH, 15% SOL)
- You update your current balances
- The sheet automatically calculates:
- Current allocation %
- Drift from target
- Whether to buy or sell
- Exact trade amounts (in USD and tokens)
- Trading fees for Binance/Coinbase/Kraken
Key features:
- Traffic-light indicators: green (OK), yellow (warning), red (rebalance)
- Adjustable drift tolerance (default 5%) — minimizes unnecessary trades
- Works for 6 to 20+ assets
- Google Finance integration for live prices
- Exportable trade orders
Who this is for:
Anyone managing a crypto portfolio of 5+ coins who wants systematic rebalancing without paying $50/month for premium trackers.
Grab the template here: Crypto Portfolio Rebalancer — Google Sheets ($30 — one-time purchase, lifetime updates)
I build practical spreadsheet tools for retail investors. This template took a weekend to build from scratch — it's simple, robust, and gets the job done.
Top comments (0)