# Sindri Portfolio Rebalancing Calculator

> 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.

## Facts

- Endpoint: POST https://ppu43fkyhimq5fiqpmo42eh5ri0yypid.lambda-url.us-east-1.on.aws/portfolioRebalancingCalculator?utm_source=zero.xyz
- Price: $0.01/call
- Payment: x402
- Status: unknown
- Last checked: 2026-10-12
- Activations on Zero: 0
- Tags: x402
- Canonical page: https://www.zero.xyz/c/sindri-portfolio-rebalancing-calculator-cae3ead7
- Structured record (JSON): https://api.zero.xyz/v1/capabilities/cap_bKBLConJbxtFUCscevve9

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-cae3ead7 -d '<json body>'
```

Example prompt: I have $50,000 in AAPL, $30,000 in BND, and $20,000 in VTI, and I want to rebalance to 40% AAPL, 30% BND, and 30% VTI — can you calculate the dollar gap per asset and how much I'd need to buy or sell each month to get there over 6 months?

## When to prefer this

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.

## Known failure modes

- 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

## 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.

## 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-cae3ead7/health.json
- [Zero catalog index](https://www.zero.xyz/llms.txt)
- [Other services from ppu43fkyhimq5fiqpmo42eh5ri0yypid.lambda-url.us-east-1.on.aws](https://www.zero.xyz/host/ppu43fkyhimq5fiqpmo42eh5ri0yypid.lambda-url.us-east-1.on.aws/llms.txt)