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Sindri Portfolio Rebalancing Calculator
x402
Sindri Portfolio Rebalancing Calculator is a paid API for AI agents from x402.outpimp.com, paid per call via x402, $0.01/call, status unknown (last checked 2026-09-14).
Computes the dollar gap per asset and monthly buy/sell amounts needed to reach a target allocation over a chosen rebalancing period.
Price / call$0.01
Success—
StatusUnknown
How this service works
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.
Output
Returns the dollar gap (surplus or deficit) for each asset relative to the target allocation, along with the monthly buy/sell amount per asset needed to close the gap over the specified rebalancing period. Enables the user to see exactly which assets are overweight or underweight and by how much.
Example use cases
Immediate lump-sum portfolio rebalance
“My portfolio is out of whack: I have $50,000 in US equities (target 50%), $20,000 in international equities (target 25%), $5,000 in bonds (target 20%), and $1,000 in REITs (target 5%). What do I need to buy or sell right now to get back to my target allocation?”
Gradual rebalancing over 12 months
“I want to rebalance my portfolio gradually over 12 months. I currently hold $80,000 in tech stocks (target 40%), $10,000 in index funds (target 40%), and $5,000 in gold (target 20%). Can you calculate my monthly buy and sell amounts to reach those targets?”
New investor reaching target weights
“I'm starting to invest and want to allocate $5,000 across assets: I have $3,500 in ETFs (target 70%), $500 in bonds (target 20%), and $0 in commodities (target 10%). Can you show me the gap between where I am now and my targets, and how much to add each month over 6 months?”
Technical details
Endpoint
POSThttps://x402.outpimp.com/portfolioRebalancingCalculatorWhen to prefer
Choose this endpoint when you need a fast, deterministic calculation of portfolio rebalancing trades — specifically the dollar gaps and monthly installment amounts per asset. Ideal for personal finance agents, robo-advisor workflows, or investment planning tools where the user knows their current holdings and target allocation percentages. Prefer this over general-purpose financial APIs when you need a structured per-asset breakdown with optional multi-month spreading.
Side effects
- Target percentages do not sum to 1 across all holdings — returns validation error
- More than 50 holdings submitted — returns limit exceeded error
- Negative currentAmount values — returns invalid input error
- rebalancingPeriodMonths set to zero or a negative number — returns invalid period error
- Missing required holdings array — returns schema validation error
Input
Schema · Request body
| Field | Type | Description |
|---|---|---|
| holdings | array | Array of holdings, each with name, currentAmount, and targetPercent (must sum to 1 across all holdings). Max 50 entries. |
| rebalancingPeriodMonths | number | Number of months to spread the rebalancing over. Default 1 (immediate lump-sum rebalance). |
Tags
x402
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