CognitiveSaaS Digital

Plan detail

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.

  • Format One-to-one planning session (in person at Central or remote video)
  • Duration 90 minutes + written sheet within 2 business days
  • Location Two Exchange Square meeting room or secure video
  • Pricing From HKD 2,800 per session
Request this plan
Portfolio Rebalancing Plan

Who this is for

Holders who already track coins on a PC and want a calm, written rebalancing plan before they move size. Typical clients hold between five and twenty positions, keep some HKD or stablecoin cash, and use Smart Crypto Calculator PC to check weights — but struggle to decide when and in what order to rebalance.

What you leave with

  • A current inventory table (asset, quantity, reference price source, current weight)
  • Agreed target weights and upper/lower drift bands
  • A sequenced rebalance sheet: which positions to trim or add first, and approximate notional sizes
  • Notes on cash buffer and what to leave untouched until the next review
  • Guidance on how to plug the sheet into Smart Crypto Calculator PC at home

What is included

Live review of your holdings list (you bring export or screenshots), discussion of risk tolerance in plain language, and a follow-up PDF/CSV sheet. One short clarification email after delivery is included.

What is excluded

We do not place trades, custody assets, give personalised investment advice under a licensed advisory mandate, or promise returns. Tax lot selection and exchange fee estimation are discussed at a high level only; your accountant remains responsible for tax outcomes.

How the session runs

  1. Prep (before the day) — You send a holdings list and preferred cash currency. We flag gaps.
  2. Working block (90 minutes) — We build targets and drift rules together, testing a few scenarios on calculator outputs you share.
  3. Sheet delivery — Within two business days you receive the rebalance sheet and a short note on assumptions.

Preparation

Bring an up-to-date holdings export, your usual Smart Crypto Calculator PC screenshots, and any hard constraints (coins you will not sell, minimum cash for living costs, exchange limits). Sessions in Hong Kong can use our Central meeting space; remote clients join by video with screen share.

Pricing basis

From HKD 2,800 for a standard session covering up to twelve positions. Larger inventories or multi-wallet consolidations are quoted after a short scoping call.

Next step

Request this plan and note “Portfolio Rebalancing Plan” plus your holdings count. We confirm a slot within one business day.

Get it from Microsoft