# Sindri Portfolio Rebalancing Calculator

> 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.

## Facts

- Endpoint: POST https://x402.outpimp.com/portfolioRebalancingCalculator
- Price: $0.01/call
- Payment: x402
- Status: unknown
- Last checked: 2026-09-14
- Activations on Zero: 0
- Tags: x402
- Canonical page: https://www.zero.xyz/c/sindri-portfolio-rebalancing-calculator-9f92bf2e
- Structured record (JSON): https://api.zero.xyz/v1/capabilities/cap_zJAjwbaSPWcFP_BPU7mAx

Status and success rate cover calls made through Zero and Zero's own probes. Third-party monitors may report differently.

## How to call it through Zero

Zero handles the 402 payment challenge and records the run. With the Zero CLI installed (`npm i -g @zeroxyz/cli`):

```sh
zero fetch --capability sindri-portfolio-rebalancing-calculator-9f92bf2e -d '<json body>'
```

Example prompt: I have $30,000 in stocks (target 60%), $8,000 in bonds (target 30%), and $2,000 in cash (target 10%) — can you calculate how much I need to buy or sell of each to hit my target allocation, spread over 3 months?

## When to prefer this

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.

## Known failure modes

- 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

## 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.

## Request schema (JSON Schema)

```json
{
 "type": "object",
 "properties": {
  "holdings": {
   "type": "array",
   "items": {
    "type": "object",
    "properties": {
     "name": {
      "type": "string"
     },
     "currentAmount": {
      "type": "number"
     },
     "targetPercent": {
      "type": "number"
     }
    }
   },
   "description": "Array of holdings, each with name, currentAmount, and targetPercent (must sum to 1 across all holdings). Max 50 entries."
  },
  "rebalancingPeriodMonths": {
   "type": "number",
   "default": 1,
   "description": "Number of months to spread the rebalancing over. Default 1 (immediate lump-sum rebalance)."
  }
 }
}
```

## More

- Live health (JSON, refreshed every minute): https://www.zero.xyz/c/sindri-portfolio-rebalancing-calculator-9f92bf2e/health.json
- [Zero catalog index](https://www.zero.xyz/llms.txt)
- [Other services from x402.outpimp.com](https://www.zero.xyz/host/x402.outpimp.com/llms.txt)
