IndexPilot documentation

Reading Your Rebalance Plan

The rebalance plan is the second panel in the dashboard. It turns the gap between your current allocation and your target allocation into a concrete, ordered list of trades — and writes a one-sentence explanation that reads like a memo, not a log file.

What the panel shows

  • Orders — a ranked list of buys and sells, sized in both token units and USD. Sells are listed first so proceeds are available for the buys that follow.
  • Explanation — a plain-English paragraph describing which assets moved, by how much, and what the trades are intended to do.
  • Status pill — either On target, Mild drift, or Rebalance recommended, matching the dashboard header.

How order sizes are calculated

The math is intentionally simple — simple enough that you can replay it on a napkin.

  1. Compute total portfolio value in USD.
  2. For each asset, compute the target value — target weight × total portfolio value.
  3. Subtract current value from target value. The result is the USD delta: positive means buy, negative means sell.
  4. Convert the USD delta to a token amount at the live price.

Dust orders under a floor of $1 are dropped — they would move the index less than a rounding error and add gas cost.

What the explanation means

The one-sentence summary is generated by the rebalance engine itself, not by an external language model. It names the asset with the largest drift, states the direction, and explains the corrective trade.

ETH drifted 12% above target. Selling 0.4 ETH restores your index.

If multiple assets drifted, the explanation leads with the largest mover and groups the rest into a second clause. The goal is one sentence you can screenshot and paste into a trading journal — not a paragraph you have to read twice.

Acting on the plan

The plan is advisory. Nothing executes until you choose to execute. When SoDEX integration is enabled the plan hands off directly; until then, the Execute on SoDEX button opens SoDEX in a new tab so you can place the trades manually. See Executing on SoDEX for the current flow.