The Risk Rebalancer helps you take equal risk per position.
To access it in Crypto by TradeSmith, click Tools and then Risk Rebalancer.
Next, you can select the portfolio(s) you’d like to balance. Just click the drop-down box and select one of your portfolios.
After you’ve selected your portfolio(s), you’ll see your total value, current securities, and cash (which can be edited).
Now, you can click the Rebalance button.
The results will be broken into three tabs.
- Rebalance overview — shows you your current portfolio risk as compared to the rebalanced risk
- Rebalanced results — a detailed overview of all the changes needed to bring your portfolio into balance
- Steps to take — a quick table depicting how many units to buy/sell to bring your portfolio into balance