How to go to the rebalancing page

Access, analyze, optimize portfolio adjustments with our detailed guide.

In this article, we will explore how to access the detailed page of a rebalance event. This page provides in-depth information and insights into a specific rebalance operation, allowing users to analyze the adjustments made to their portfolio. Let's dive in!

Step-by-Step Guide:

1. Access the Credentials Details Page: To begin, navigate to the Credentials Details page in your account. It is important to access the specific credentials where auto-rebalancing was activated and at least one rebalance event has been executed. This ensures that the Rebalance History table is displayed on the page.

2. Locate the Rebalance History Table: On the Credentials Details page, locate the Rebalance History table. It is typically positioned in the lower-right corner of the page. This table presents a summary of past rebalance events.

   

   Rebalance history table
3. Select the Rebalance Event of Interest: In the Rebalance History table, review the list of rebalance events. Each row represents a specific rebalance operation. Identify the rebalance event that you wish to explore in more detail.

   

   Rebalance history table events
4. Click on the Rebalance Event: Once you have identified the desired rebalance event, click on it. This action will redirect you to the detailed page of that particular rebalance operation.

   

   Rebalance Event

Exploring the Rebalance Details Page:

Rebalance page

The Rebalance Details page provides comprehensive information about the selected rebalance event. It includes data such as the coins involved, the percentages, the actual allocations, and any relevant metrics related to the rebalance.

Conclusion:

Accessing the detailed page of a rebalance event allows users to delve deeper into the specific adjustments made to their portfolio. By following the steps outlined in this article, users can navigate from the Credentials Details page to the Rebalance Details page, gaining valuable insights into their rebalance operations. Use this information to evaluate the performance of rebalancing strategies and make informed decisions regarding portfolio management.