Rebalancing and risk
How basket rebalancing works and what risk controls are available.
Basket rebalancing checks holdings against target weights and may buy underweight assets or sell overweight assets. This article explains the schedule mechanics, what risk controls are available, and what happens to open positions when you stop a basket.
How does rebalancing work?
The initial allocation is split by target weights. Later scheduled checks compare current holdings with those weights, selling overweight assets and buying underweight assets when needed. The initial allocation is not a recurring deposit.
Example: a basket with a $100 initial allocation and equal BTC/ETH weights starts with roughly $50 in each. If their values later diverge, a rebalance check may trim the overweight asset and add to the underweight asset, subject to exchange minimums.
What risk controls are available?
The launch form does not ask users to assign a risk label. Its basket configuration does not add an automatic stop loss or take profit. Rebalancing trades adjust weights; they do not guarantee portfolio returns or a maximum loss.
How do I stop a basket?
Stop the basket strategy to cease future scheduled rebalances. Open positions remain on the exchange — they're not automatically sold. Use the "Close everything" option in the stop dialog if you want to close all positions.
Credit cost
Basket strategies use the same credit model as other strategies — each position open and close costs credits, plus the data subscription cost for the watched symbols. See Credit drivers and costs.