We’re excited to introduce Rebalancing, a powerful feature for CryptoPacks designed to help keep your investments aligned with your strategy automatically.

What is Rebalancing?

Rebalancing is the process of realigning your CryptoPack portfolio to its original asset allocation when market movements cause changes in asset weights.

This helps:

• Manage portfolio risk

• Maintain diversification

• Support long-term investment goals

Your portfolio evolves with market conditions while staying aligned with your selected strategy.

Key Benefits

Stay on Strategy

Restores your CryptoPack to its original allocation.

Data-Driven Decisions

Adjusts allocations based on research and trends

Enhanced Performance Potential

Rebalancing uses statistically proven methods aimed at improving risk-adjusted returns over time.

Ongoing Review

Holdings are regularly assessed and updated as needed.

How Does Rebalancing Work?

1. Our system continuously monitors your CryptoPack’s asset allocation.

2. When allocations deviate beyond predefined limits, automated trades are executed.

3. Asset weights are restored to the original allocation.

4. You receive an in-app summary detailing all changes for full transparency.

Fees & Taxes

• Standard rebalancing fees will apply whenever trades are executed.

• Applicable taxes may also apply as rebalancing involves buying and selling cryptocurrencies.

Feature Rollout & Enrollment

• Rebalancing will be automatically enabled for all eligible CryptoPack users at launch.

• No action is required from your end initially.

Can I Opt Out?

Yes.After launch, you will have a 7-day window to deactivate and opt out of rebalancing if you choose to.

You can manage this directly from the app once the feature goes live.

Transparency & Notifications

Every time rebalancing occurs:

• Trades are executed automatically.

• You will receive an in-app summary explaining the changes made to your CryptoPack.

FAQs:

1. What is CryptoPack Rebalancing?

Rebalancing is the process of realigning your CryptoPack to its original allocation, helping manage risk and preserve your long-term potential growth. It ensures your portfolio evolves with the market, without losing sight of your goals.

2. Why is rebalancing required?

Rebalancing is required for the following reasons:

Stay on strategy - Restores your CryptoPack to its original allocation.

Data-driven decisions -  Adjusts allocations based on research and trends.

Enhanced performance - Statistically proven methods help improve risk-adjusted returns.

Ongoing review - Holdings are regularly assessed and updated as needed

3. Will rebalancing happen automatically?

Yes. Once the feature launches, all eligible CryptoPack users will be automatically enrolled in rebalancing.

4. Do I need to take any action to enable rebalancing?

No action is required at launch. Rebalancing will be enabled automatically for your CryptoPack.

5. Can I opt out of rebalancing?

Yes. After launch, before the first rebalancing date, you will have a **7-day window** to disable rebalancing and opt out. Afterwards also you can enable and disable rebalancing anytime. The functionality is available inside CryptoPack rebalancing detail page.

6. How often will my CryptoPack be rebalanced?

Rebalancing occurs whenever asset allocations deviate significantly from the intended allocation, based on system monitoring and predefined thresholds.

7. Will I be notified when rebalancing happens?

Yes. You will receive an **in-app summary** showing the changes made to your CryptoPack for full transparency.

8. Are there any fees for rebalancing?

Yes. Standard rebalancing fees and applicable taxes will be charged whenever rebalancing trades are executed.

9. Will rebalancing impact my returns?

Rebalancing is designed to improve **risk-adjusted performance** over time by maintaining diversification. However, returns are subject to market conditions and are not guaranteed.

10. Will assets be bought or sold during rebalancing?

Yes. The system may automatically buy or sell certain assets within your CryptoPack to restore the original allocation.

11. Can I manually rebalance my CryptoPack?

No. Rebalancing is handled automatically by the system to ensure consistency and data-driven execution.

12. What happens if I opt out?

Your CryptoPack will continue to function normally, but allocations will no longer be automatically adjusted.

13. Will rebalancing create taxable transactions?

Yes. Since rebalancing may involve trades, applicable taxes may apply as per regulatory requirements.

14. Does rebalancing change my selected CryptoPack strategy?

No. Rebalancing only restores your existing strategy allocation—it does not change your chosen CryptoPack.

15. Where can I check rebalancing history?

You can view all rebalancing activities and summaries directly within the CryptoPack section of the app.

Need Help?

If you have any questions or need assistance, please reach out to us by raising a support ticket. We are here for you!