Plans

Rebalancing plans

Human-led planning sessions built around Smart Crypto Calculator PC — inventory, targets, drift rules, and an executable rebalance sheet.

Each plan is a booked working session or short engagement. We do not execute trades for you; we prepare the numbers, thresholds, and order of operations so you can run the rebalance on Smart Crypto Calculator PC with a clear sheet in hand.

Portfolio Rebalancing Plan

A full working session that turns your current holdings into target weights, drift bands, and a sequenced buy/sell sheet for Smart Crypto Calculator PC.

From HKD 2,800 per session

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Drift Assessment Review

A focused review of how far your current weights have moved from targets, with clear go / wait / partial-rebalance recommendations.

From HKD 1,200

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Allocation Blueprint Workshop

A longer workshop for holders building their first target map — cash buffer, core coins, and satellite sleeves before any rebalance.

From HKD 4,200

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Quarterly Rebalance Check-in

A recurring 40-minute check-in each quarter to refresh prices, reconfirm bands, and update the Smart Crypto Calculator PC sheet.

From HKD 980 per check-in, or HKD 3,500 for four prepaid

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