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Digital assets · Under NDA

Portfolio Rebalancing Engine

Target portfolio weights beside an audited execution run log

Situation

A digital-assets team needed rebalancing faster than spreadsheets and clear enough for internal review.

What mattered

  • No live trades without prior simulation evidence
  • Every decision and fill must be reviewable later
  • Ops team must be able to run it without a specialist on call
  • Deployable in a controlled environment they already trust

Problem

Rebalancing crypto portfolios by hand is slow, error-prone, and hard to explain after the fact.

Approach

We built an engine that can prove a strategy on history first, then run rebalances with a full trail of what happened and why.

What we delivered

A rebalance engine with a simulation path for testing strategies, a live path only after proof, and records the team can audit when leadership asks what moved and when.

Outcome

Strategies are proven before live capital moves, and every rebalance leaves a clean audit trail.

Stack

  • Rust
  • Python
  • PostgreSQL
  • Docker

Timeline

Fixed-scope delivery. Engine, simulation path, and runbooks shipped together.

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