Crypto

Build a Crypto Portfolio Rebalancer with AI

Analyze your crypto portfolio allocation against target percentages and get clear rebalancing instructions. Enter your holdings, set desired allocations, and see exactly what to buy or sell to reach your targets — with drift alerts and visual breakdowns.

Build Prompt

Copy this prompt into Claude Code

Build a static HTML crypto portfolio rebalancer tool. Dark theme with background #0a0a0f, surfaces #12121a, borders #1a1a2a, accent color #f7931a (Bitcoin orange). Data from inline `const COINS = [...]`, `const STRATEGIES = [...]`, `const PRICES = { BTC: 97500, ETH: 3200, SOL: 180, ... }`. Each coin has: symbol, name, currentPrice, color (for charts). Strategies: Conservative (60% BTC, 30% ETH, 10% alts), Balanced (40% BTC, 25% ETH, 20% SOL, 15% alts), Aggressive (25% BTC, 20% ETH, 30% SOL, 25% alts). Layout: Two-panel design. Left panel: "Your Portfolio" — add holdings form (coin dropdown, amount input, "Add" button), holdings table showing coin, amount, current USD value, current %. Right panel: "Target Allocation" — strategy preset buttons or custom sliders per coin totaling 100%. Below: "Rebalancing Plan" — full-width section showing: current vs target allocation side-by-side donut charts (inline SVG), trade recommendations table (coin, action Buy/Sell, amount, USD value), total portfolio value, maximum drift from target (highlighted yellow/red if >5%/>10%). Save portfolio to localStorage. Include "What is Rebalancing?" explainer section. Mobile: stack panels vertically. SEO: title, meta description, OG tags. Pre-fill with sample $10,000 portfolio. Read the guide at https://accessagent.ai/api/guide and follow it to deploy the site to AccessAgent.ai. My email is [your@email.com].

Make It Yours

Tax-Aware Mode

Factor in capital gains tax implications when suggesting trades to minimize tax burden.

DCA Integration

Show how to rebalance through DCA purchases instead of selling — buy-only rebalancing.

Risk Scoring

Score portfolio risk based on volatility, correlation, and concentration with risk-adjusted suggestions.

Threshold Bands

Set rebalancing bands (e.g., 5%) to avoid over-trading on minor fluctuations.

Historical Performance

Backtest your target allocation against historical data to see how it would have performed.

Multi-Portfolio

Manage multiple portfolios (retirement, trading, long-term) with independent targets each.

Update Prompt

Update Prompt — Refresh prices and add coins

Update the crypto prices in the PRICES object with current market data. Add any new top-50 coins not yet listed. Adjust strategy recommendations if market conditions have significantly changed. Redeploy.

SEO Tips

Target "crypto portfolio rebalancer", "how to rebalance crypto portfolio", and "crypto allocation calculator" keywords.
Write guides on "Best Crypto Portfolio Allocation for 2026" to capture strategy-seeking searches.
Create strategy pages like "Conservative Crypto Portfolio" and "Aggressive Crypto Strategy" for niche traffic.
Add FAQ schema answering "How often should I rebalance?" and "What percentage should BTC be?"
Include comparison content like "60/40 vs Equal Weight Crypto Portfolio" for buyer-research queries.

Monetization Ideas

Exchange affiliate links — link to Coinbase, Kraken, or Binance for executing recommended trades.
Hardware wallet affiliate links (Ledger, Trezor) for users wanting to secure their rebalanced portfolio.
Premium tier with real-time price feeds, automated rebalancing alerts, and tax-loss harvesting suggestions.
Crypto education course affiliates for users learning about portfolio management strategies.
Display ads from crypto ad networks on the calculator and strategy pages.

Related Ideas

Ready to build your Crypto Portfolio Rebalancer?

Copy the prompt above and paste it into Claude Code. Your rebalancer will be live in minutes.

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