Rebalancing and risk
How basket rebalancing works and what risk controls are available.
Basket rebalancing is a buy-only accumulation model — on each scheduled tick the basket buys every asset proportional to its configured weight. 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?
On each scheduled tick, the basket buys each asset proportional to its configured weight using the capital allocation you set at launch. This is a buy-only, accumulation model — the basket does not sell overweight assets.
Example: a weekly 10-asset basket with $100/tick allocates $10 (10% weight) to each asset every week.
Basket rebalancing is not drift-aware. If BTC doubles and ETH stays flat, the basket does not sell BTC to buy ETH — it simply continues buying both on schedule. True portfolio rebalancing (sell to correct drift) is not currently implemented.
What risk controls are available?
Individual basket assets use the same stop-loss and take-profit settings you can configure on any strategy. There is no portfolio-level stop loss that closes the entire basket if the aggregate value drops by a percentage.
How do I stop a basket?
Stop the basket strategy to cease future buys. 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.