Portfolio Rebalance

Rebalance instantly scans your Solana wallet, lets you set perfect % weights for any tokens, and executes smart buys/sells via Jupiter Ultra to hit your ideal portfolio in one secure click.

See just how simple it is:

How to Use Rebalance – Super Simple Step-by-Step Guide

(balance your portfolio like a pro – even your grandma could hit “perfect weights”!)

---

Step 1: Connect Your Wallet

1. Open the Rebalance page (on your phone or web).

2. Tap “Connect Wallet”.

3. Pick your wallet (Phantom, Solflare, Backpack, etc.).

4. Approve the connection.

First time? 20–30 sec scan of all your tokens. After that → instant.

---

Step 2: Set Your Target Weights

1. You’ll see your current portfolio pie chart (what you hold now).

2. Slide weighting amount for each coin.

3. For each token you want in the final mix:

   • Search/add token (or keep existing).

   • Type or +/- the % weight you want.

   • Must add up to 100% (we help, we hate math!).

Example target:

• 40% SOL

• 30% USDC

• 20% JUP

• 10% BONK

✅ click normalize if you go over/under 100% and it hasn't auto corrected.

---

Step 3: Review the Smart Plan

1. Tap “Calculate Swap”.

2. See the genius plan powered by Jupiter Ultra:

   • SELL:

     • 50 JUP (you’re overweight)

     • 1,000 BONK

   • BUY:

     • +0.5 SOL

     • +20 USDC

   • Final pie: Exactly your target weights!

   • Total cost / fees shown upfront.

3. Happy? → Tap “Confirm Swap”. Cancel to tweak targets & recalculate if needed.

---

Step 4: Sign in Your Wallet

1. Wallet pops signatures.

2. Review the clear summary inside your wallet.

3. Tap “Approve” if you are happy, or cancel.

Done in seconds. Live post-rebalance pie chart will refresh, a manual 'reset' might be needed.

Congratulations you have done your first BulkSwap:

• You will have earned XP that you can see in you 'Dashboard'.

• Within the Dashboard there will also be a log of your transaction with a link to a Solana explorer.

Screencaps

Rebalance Home:

Rebalance Preview:

Rebalacne Success: