# 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:

{% embed url="<https://www.loom.com/share/0a2f56f4e558440da27a31cd7eb4a5d6>" %}

## 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**](https://solbulkswap.com/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:

* &#x20;You will have earned XP that you can see in you 'Dashboard'.&#x20;
* Within the Dashboard there will also be a log of your transaction with a link to a Solana explorer.

### Screencaps

Rebalance Home:

<figure><img src="https://78570702-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBm9SMEsk1DCi5gqLw2np%2Fuploads%2FH1LuKKCa8ALFy7xLh0Ue%2FRebalanceHome.png?alt=media&#x26;token=bf47657a-35bf-4854-966d-37baf38baa1e" alt=""><figcaption></figcaption></figure>

Rebalance Preview:

<figure><img src="https://78570702-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBm9SMEsk1DCi5gqLw2np%2Fuploads%2F7TYfgAj6cgddf7xySRGS%2FRebalancePreview.png?alt=media&#x26;token=53884893-5d72-490f-8f7f-3e4def17af20" alt=""><figcaption></figcaption></figure>

Rebalacne Success:

<figure><img src="https://78570702-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBm9SMEsk1DCi5gqLw2np%2Fuploads%2FIsykPiqM5aQACmJiW2pn%2FRebalanceSuccess.png?alt=media&#x26;token=c75a886b-a2c2-4fb8-8a6b-27d4f69d6bc8" alt=""><figcaption></figcaption></figure>