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Sindri Portfolio Rebalancing Calculator
x402
Sindri Portfolio Rebalancing Calculator is a paid API for AI agents from ppu43fkyhimq5fiqpmo42eh5ri0yypid.lambda-url.us-east-1.on.aws, paid per call via x402, $0.01/call, status unknown (last checked 2026-10-12).
Computes the dollar gap per asset and monthly buy/sell inflow needed to rebalance a portfolio to target allocation percentages over a chosen time 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 a per-asset breakdown showing the current dollar value, target dollar value, dollar gap (positive = need to buy, negative = need to sell), and the monthly buy/sell amount required to reach the target allocation over the specified rebalancing period.
Example use cases
Monthly contribution rebalancing plan
“I currently hold $80,000 in VTI and $20,000 in BND, but I want a 60/40 stock-to-bond split. Can you figure out how much I need to buy or sell each month to reach that target over 12 months?”
Immediate lump-sum rebalance
“My portfolio has $15,000 in TSLA, $25,000 in SPY, and $10,000 in gold — I want to rebalance right now to 20% TSLA, 60% SPY, and 20% gold. What are the exact dollar amounts I need to buy and sell?”
Three-asset drift correction
“I've drifted from my target allocation — I have $45,000 in US stocks, $10,000 in international stocks, and $5,000 in bonds, but my targets are 50%, 30%, and 20% respectively. Show me the gap for each asset and how much I'd need to contribute monthly to fix it over 3 months.”
Technical details
Endpoint
POSThttps://ppu43fkyhimq5fiqpmo42eh5ri0yypid.lambda-url.us-east-1.on.aws/portfolioRebalancingCalculator?utm_source=zero.xyzWhen to prefer
Use this endpoint when you need a quick, structured per-asset rebalancing computation — specifically the dollar gap and monthly inflow schedule — without building the math yourself. It is ideal for agentic finance workflows where you want to pass a list of holdings and target weights and receive actionable buy/sell figures. Prefer it over generic financial APIs when you need the rebalancing-period monthly breakdown, not just a one-time snapshot.
Side effects
- Target percentages do not sum to 1.0 — returns a validation error
- Holdings array exceeds 50 entries — returns a limit error
- Missing required fields (name, currentAmount, targetPercent) on any holding — returns a schema error
- Non-numeric values passed for currentAmount or targetPercent — returns a type error
- rebalancingPeriodMonths set to 0 or negative — returns a computation 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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