Rebalance History table

Exploring the Rebalance History Table:

The Rebalance History table provides users with a comprehensive overview of the results of their portfolio rebalancing activities. This table displays important information related to each rebalance event and allows users to analyze and track the performance of their portfolio adjustments over time. The rebalancing table is located on the Credentials details page in the lower right corner. NOTE: The table will be displayed only if at least one rebalancing has already been done. And only for premium subscribers.

Table Structure:

Rebalance history table

The Rebalance History table consists of the following columns:

1. Coin: This column displays the name or symbol of the coin or asset involved in the rebalance event. It provides clarity on which specific asset was rebalanced.

2. Total: The Total column displays the amount that was buy after rebalancing.

3. Percent: The Percent column indicates the percentage change in allocation compared to the previous state.

4. Date: The Date column denotes the date and time when the rebalance event took place. It offers a chronological view of the rebalance history, enabling users to track the timing of their portfolio adjustments.

5. Status: The Status column categorizes each rebalance event into one of the following statuses:

   • Completed: This status signifies that the rebalance operation was successfully executed and completed according to the specified parameters. It indicates that the portfolio has been adjusted to align with the target allocations.

   • Open: The Open status indicates that a rebalance operation is currently in progress or pending. It suggests that the portfolio adjustments are still being executed and have not yet reached completion.

   • Failed: In the event of a rebalance failure, the Failed status is assigned. This status indicates that the system encountered an issue or obstacle during the rebalance operation, preventing it from being successfully executed. Users may need to investigate and address the underlying cause of the failure.

Table Functionality:

The Rebalance History table offers several useful features to enhance usability and analysis:

1. Filtering: Users can filter the table based on the rebalance status. This allows for focused analysis and examination of specific rebalance events based on their completion status. By selecting options such as Completed, Open, or Failed, users can isolate and review the rebalance events of interest.

   

   Rebalance status select-box
2. Sorting: Each column in the Rebalance History table is sortable. Users can arrange the data in ascending or descending order based on their preferences. This feature enables users to organize the rebalance events based on the values in the Coin, Total, Percent, Date, or Status columns.

   

   Rebalance history table header

Conclusion:

The Rebalance History table serves as a valuable tool for monitoring and assessing the results of portfolio rebalancing activities. It provides insights into the status of each rebalance event and allows users to track the changes in coin values, target percentages, and completion dates. By utilizing the filtering and sorting capabilities, users can conveniently analyze and evaluate their portfolio adjustments. Stay proactive in monitoring your rebalance history to maintain a well-aligned portfolio and optimize your investment strategy.