Rebalancing

• If a user changes their Auto Allocation choices, future deposits will be swapped into the portfolio based on the updated allocation. For example, if a user decides to remove allocation to USDT and add allocation to WSTETH, DPI and MVI.

• Existing assets will not automatically be changed to reflect the new allocation. Using the above example, the user may have a balance of USDT that they may no longer want, and they may want to have immediate WSTETH, DPI and MVI.

• As another example, a user may have exposure to DPI, MVI, WBTC and WSTETH, but decide to Stabilise their portfolio into USDT based on their view of market conditions. They can change their Allocation for future deposits, and also rebalance existing assets they hold.

• To rebalance a portfolio asset, click the Rebalance button next to each asset to be rebalanced.

Rebalance button shown right side of box for each asset

• Swap assets you want to rebalance into WETH using the deBridge widget.

• When all rebalanced assets are swapped to WETH, manually deposit the WETH into your Auto Allocation portfolio.

• Using the previous example, the user would swap DPI, MVI, WBTC and WSTETH individually into WETH, then deposit the WETH into their Auto Allocation which is set to 100% USDT. Their portfolio is now in Stabilise mode, and all future deposits will be swapped to USDT.