Portfolio Rebalancing Automation Engine

[grantfox-oss]

Priority: High
Category: Investment Portfolio

Description

Build an automated portfolio rebalancing engine that can automatically execute trades to maintain target portfolio allocations based on predefined thresholds and schedules.

Definition of Done

• Threshold-based rebalancing triggers
• Scheduled rebalancing (daily/weekly/monthly)
• Slippage protection during trade execution
• Gas optimization for batch transactions
• Pre-execution simulation of rebalancing impact

Acceptance Criteria

• Rebalance when asset deviates >5% from target allocation
• User-configurable rebalancing schedules
• Transactions batched to minimize gas costs
• Cancel rebalancing if slippage exceeds 2%
• Simulate impact before executing live trades
• Notify users before automatic rebalancing executes
• All rebalancing activities logged in audit trail

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[blessme247]

I would like to work on this issue

[ChukwuemekaP1]

Good day, my name is Chukwuemeka and I'd love to work on this issue.
Automated rebalancing touches real user funds directly, so the simulation step before live execution is the part I'd treat most carefully getting that wrong is the difference between a useful automation and an expensive surprise for users.
I'll build the rebalancing engine with threshold-based triggers firing when an asset deviates more than 5% from target allocation, plus user-configurable scheduling for daily, weekly, or monthly runs. Transactions will be batched to minimize gas costs, and a pre-execution simulation will run before any live trade to project the rebalancing impact and surface it for review. Slippage protection will cancel execution if projected slippage exceeds 2%, and users will get a notification before any automatic rebalancing executes rather than discovering it after the fact. Every rebalancing action — triggered, simulated, executed, or cancelled — will be written to the audit trail.
I'll write tests covering threshold triggering, slippage cancellation, batch gas optimization, and simulation accuracy against actual execution outcomes.
ETA: 24 hours from assignment given the financial logic involved. Looking forward to your reply!

[grantfox-oss]

🦊 GrantFox — @ChukwuemekaP1 has been assigned to this issue as part of the Official Campaign campaign!

Next steps:

1. Open a Pull Request referencing this issue (e.g., Closes #71)
2. Your PR will be reviewed by the SourceXXL maintainers

Good luck! Track your progress on GrantFox.

[grantfox-oss]

🎉 This issue has been marked as completed on GrantFox as part of the Official Campaign campaign!

@ChukwuemekaP1's PR #79 was approved and merged by @memplethee-lab.

🏆 @ChukwuemekaP1: You earned 35 FoxPoints for this contribution! Your current tier: Explorer (153 total points). Track your full progress on GrantFox.

👏 Great work, @ChukwuemekaP1! Keep contributing to SourceXXL.