Page
Session Map
A walkthrough of how CognitiveSaaS Digital structures a Smart Crypto Calculator PC rebalancing engagement from first email to finished sheet.
This page is the working map we follow for most Portfolio Rebalancing Plan bookings. Smaller reviews skip some steps; workshops expand the target-design block.
Request & scope
You write via Contact with holdings count, wallets involved, and preferred dates. We confirm fee and format before anything is locked.
Holdings prep
You send exports or screenshots. We mark missing price sources and duplicate tickers so the live session is not spent renaming rows.
Live planning block
Together we set cash buffer, core weights, satellite caps, and drift bands. You share Smart Crypto Calculator PC views so the sheet matches the tool you actually use.
Sequenced sheet
Within two business days you receive the rebalance order: what to trim or add first, approximate notionals, and what to leave alone.
Your execution window
You run the moves on your own accounts. We do not trade for you. Optional clarification email covers sheet questions only.
Optional quarterly rhythm
Many clients continue with a Quarterly Rebalance Check-in so bands and sheets stay current without a full rebuild.