The Rebalance option helps keep your Pie aligned with its target allocations. Over time, some slices may grow larger or smaller than planned, and rebalancing automatically adjusts them back to their targets. This ensures your investments stay on track with your chosen strategy.
What does the Rebalance option do?
Over time, your Pie’s investments may move away from their target allocations. This happens because the value of some slices grows bigger (or smaller) than others.
To fix this, you can use the Rebalance option at any time. It is available under both the Overview and Holdings tabs of your Pie.
When you rebalance:
- The algorithm will automatically sell shares of overweight slices (those above target).
- It will then use the proceeds to buy shares of underweight slices (those below target).
- Before execution, you’ll see a preview of the changes.
❗️ Important
Losses may occur if some positions are sold at a lower value during rebalancing.
Does my pie have a balanced score?
Your Pie also has a Balance Score (1–10).
- A high score means your Pie is close to its target allocations.
- A low score means your Pie is more unbalanced.
You can find the Balance Score under the Overview tab, and from there, you can initiate a rebalance. The Holdings tab will show you the details behind the score.
Are rebalancing transactions in non-base currencies subject to extra costs?
Yes. Rebalancing transactions involving non-base currencies are subject to an FX Fee.
What happens if markets are closed during a rebalance?
If the markets are closed (or only some markets are open), rebalancing may take longer. You’ll receive a notification once the process is complete.
What if a rebalance cannot be fully executed?
If a rebalance cannot be fully completed (for example, due to pending orders or closed markets), the proceeds from sold shares will appear as Pie cash until all buy orders are executed.
Why do I sometimes see Pie cash after a rebalance?
Even after a rebalance, a small amount of Pie cash may remain. You can always view this in your Pie’s Holdings tab.