Recipe: Portfolio Rebalancing

Overview

Rebalance a portfolio to maintain target allocations. Check current balances and prices, calculate required trades, execute rebalancing swaps, and verify final state.

Tools used: get_balance, get_token_price, swap_tokens Chains: Solana (example uses SOL/USDC/JUP) Time to complete: 5-10 minutes

Prerequisites

Active wallet with token balances on target chain
Target allocation percentages defined (e.g., 40% SOL, 40% USDC, 20% JUP)

Step 1: Get current balances

Query wallet balances for all portfolio tokens.

{
  "name": "get_balance",
  "arguments": {
    "chain": "solana",
    "tokens": [
      "native",
      "EPjFWdd5AufqSSqeM2qN1xzybapC8G4wEGGkZwyTDt1v",
      "JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN"
    ]
  }
}

Expected result: Balances for SOL (native), USDC, and JUP tokens with USD values.

Step 2: Get token prices

Fetch current USD prices for precise calculations.

{
  "name": "get_token_price",
  "arguments": {
    "chain": "solana",
    "token": "native"
  }
}

Repeat for USDC and JUP. Expected result: USD price per token.

Step 3: Calculate rebalancing trades

Math example: Portfolio is $10,000 total. Target: 40% SOL, 40% USDC, 20% JUP.

Current: 60% SOL ($6,000), 30% USDC ($3,000), 10% JUP ($1,000)
Target: 40% SOL ($4,000), 40% USDC ($4,000), 20% JUP ($2,000)
Trades needed: Sell $2,000 SOL → buy $1,000 USDC + $1,000 JUP

Step 4: Execute rebalancing swaps

Swap SOL to USDC for the first trade.

{
  "name": "swap_tokens",
  "arguments": {
    "chain": "solana",
    "token_in": "native",
    "token_out": "EPjFWdd5AufqSSqeM2qN1xzybapC8G4wEGGkZwyTDt1v",
    "amount_in": "1000",
    "amount_units": "usd",
    "slippage_bps": 100,
    "provider": "jupiter"
  }
}

Then swap SOL to JUP for the second trade.

{
  "name": "swap_tokens",
  "arguments": {
    "chain": "solana",
    "token_in": "native",
    "token_out": "JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN",
    "amount_in": "1000",
    "amount_units": "usd",
    "slippage_bps": 100,
    "provider": "jupiter"
  }
}

Expected result: Both swaps execute successfully with transaction signatures.

Step 5: Verify final allocations

Re-query balances to confirm new allocations match targets.

{
  "name": "get_balance",
  "arguments": {
    "chain": "solana",
    "tokens": [
      "native",
      "EPjFWdd5AufqSSqeM2qN1xzybapC8G4wEGGkZwyTDt1v",
      "JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN"
    ]
  }
}

Expected result: Portfolio allocations now close to 40/40/20 target.

Variations

Conservative rebalancing

Use lower slippage tolerance for large rebalances (50 bps instead of 100 bps).

{
  "name": "swap_tokens",
  "arguments": {
    "slippage_bps": 50
  }
}

Multi-chain rebalancing

Add a bridging step before rebalancing if capital needs to move chains. Use bridge_tokens to move funds, then rebalance on the destination chain.

Notes

Gas costs: Each swap consumes Solana transaction fees (typically less than $0.01). Factor this into small rebalances.
amount_units: "usd": Using USD amounts ensures consistent sizing regardless of token price fluctuations during execution.
Policy limits: max_usd_per_swap policy field limits individual swap sizes. Ensure limits accommodate your rebalancing trades.
Slippage: Higher slippage tolerance allows faster execution but increases price impact risk.