{"uid":"cap_bKBLConJbxtFUCscevve9","slug":"sindri-portfolio-rebalancing-calculator-cae3ead7","name":"Sindri Portfolio Rebalancing Calculator","description":"Portfolio rebalancing calculator. Given current holdings and target allocation percentages, computes the dollar gap per asset and the monthly buy/sell inflow needed to reach the target allocation over a chosen rebalancing period.","url":"https://ppu43fkyhimq5fiqpmo42eh5ri0yypid.lambda-url.us-east-1.on.aws/portfolioRebalancingCalculator?utm_source=zero.xyz","method":"POST","headers":{},"bodySchema":{"type":"object","properties":{"holdings":{"type":"array","items":{"type":"object","properties":{"name":{"type":"string"},"currentAmount":{"type":"number"},"targetPercent":{"type":"number"}}},"description":"Array of holdings, each with name, currentAmount, and targetPercent (must sum to 1 across all holdings). Max 50 entries."},"rebalancingPeriodMonths":{"type":"number","default":1,"description":"Number of months to spread the rebalancing over. Default 1 (immediate lump-sum rebalance)."}}},"responseSchema":null,"example":null,"exampleRequest":null,"tags":["x402"],"displayCostAmount":"0.01","displayCostAsset":"USDC","priceDynamic":false,"priceHint":null,"priceStatus":"priced","priceSource":"probe","requiresHandshake":false,"reviewCount":0,"rating":{"score":"0.00","successRate":"0.00","reviews":0,"stars":null,"state":"unrated"},"availabilityStatus":"unknown","priceObserved":null,"sessionDeposit":null,"pricing":{"kind":"static","summary":"$0.01/call","primary":{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.01","per":"call","confidence":"exact"},"accepted":[{"kind":"static","protocol":"x402","network":"base","amountUsd":"0.01","per":"call","confidence":"exact"}]},"paymentMethods":[{"uid":"pm_iknG9rNjQaNUQODJ34aOa","protocol":"x402","methodType":"crypto","chain":"base","mode":"charge","costAmount":"0.01","costPer":"request","priority":0,"asset":"0x833589fCD6eDb6E08f4c7C32D4f71b54bdA02913","unit":"request","depositMicros":null,"planRef":null}],"brandName":null,"brandSlug":null,"brandBaseUrl":null,"brandDocsUrl":null,"whatItDoes":"Computes the dollar gap per asset and monthly buy/sell inflow needed to rebalance a portfolio to target allocation percentages over a chosen time period.","exampleAgentPrompt":"I have $50,000 in AAPL, $30,000 in BND, and $20,000 in VTI, and I want to rebalance to 40% AAPL, 30% BND, and 30% VTI — can you calculate the dollar gap per asset and how much I'd need to buy or sell each month to get there over 6 months?","exampleUseCases":[{"title":"Monthly contribution rebalancing plan","prompt":"I currently hold $80,000 in VTI and $20,000 in BND, but I want a 60/40 stock-to-bond split. Can you figure out how much I need to buy or sell each month to reach that target over 12 months?"},{"title":"Immediate lump-sum rebalance","prompt":"My portfolio has $15,000 in TSLA, $25,000 in SPY, and $10,000 in gold — I want to rebalance right now to 20% TSLA, 60% SPY, and 20% gold. What are the exact dollar amounts I need to buy and sell?"},{"title":"Three-asset drift correction","prompt":"I've drifted from my target allocation — I have $45,000 in US stocks, $10,000 in international stocks, and $5,000 in bonds, but my targets are 50%, 30%, and 20% respectively. Show me the gap for each asset and how much I'd need to contribute monthly to fix it over 3 months."}],"resultDescription":"Returns a per-asset breakdown showing the current dollar value, target dollar value, dollar gap (positive = need to buy, negative = need to sell), and the monthly buy/sell amount required to reach the target allocation over the specified rebalancing period.","failureModes":["Target percentages do not sum to 1.0 — returns a validation error","Holdings array exceeds 50 entries — returns a limit error","Missing required fields (name, currentAmount, targetPercent) on any holding — returns a schema error","Non-numeric values passed for currentAmount or targetPercent — returns a type error","rebalancingPeriodMonths set to 0 or negative — returns a computation error"],"whenToPreferThis":"Use this endpoint when you need a quick, structured per-asset rebalancing computation — specifically the dollar gap and monthly inflow schedule — without building the math yourself. It is ideal for agentic finance workflows where you want to pass a list of holdings and target weights and receive actionable buy/sell figures. Prefer it over generic financial APIs when you need the rebalancing-period monthly breakdown, not just a one-time snapshot.","instructions":null,"reviewSummary":null,"reviewSummaryHighlights":null,"reviewSummaryConcerns":null,"reviewSummaryGeneratedAt":null,"activationCount":0,"lastUsedAt":null,"lastSuccessfullyRanAt":null,"lastHealthCheckAt":"2026-10-12T12:48:11.231Z","isFirstParty":false,"canonicalSlug":"sindri-portfolio-rebalancing-calculator-cae3ead7"}