{"owner":"pcmarts","slug":"crypto-balanced-portolio-builder","channel":"pcmarts/crypto-balanced-portolio-builder","version":"1.0.1","artifact_sha256":"edddc8869c4f25ff5cf62438d92142513a2f23635421ee23219835e2afb7f04a","published_at":"2026-09-16T12:44:10.208Z","price_micro":"20000","update_price_micro":"5000","resource_endpoint":"https://x402git.com/api/r/pcmarts/crypto-balanced-portolio-builder","version_url":"https://x402git.com/api/v/pcmarts/crypto-balanced-portolio-builder","computed":{"artifact_class":"Pack","component_inventory":[{"kind":"docs","count":4},{"kind":"assets","count":3},{"kind":"other","count":3}],"file_count":10,"dir_depth":1,"bytes_text":62809,"bytes_binary":2524310,"languages":{"HTML":51771},"tree":[{"path":".gitignore","size":72,"binary":false},{"path":"LICENSE","size":1068,"binary":false},{"path":"README.md","size":7239,"binary":false},{"path":"crypto_portfolio_capped_v4.html","size":51771,"binary":false},{"path":"docs/coinstats-export-mobile.jpg","size":572454,"binary":true},{"path":"docs/coinstats-export-web.png","size":1104694,"binary":true},{"path":"docs/release-v1.0.0.md","size":1002,"binary":false},{"path":"docs/release-v1.0.1.md","size":1318,"binary":false},{"path":"docs/sample-coinstats-balances.csv","size":339,"binary":false},{"path":"docs/screenshot.png","size":847162,"binary":true}],"readme_html":"

Crypto Portfolio by Market Cap

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Build a market-cap-weighted crypto portfolio with per-asset caps, then get an exact buy/sell list to rebalance. Built with CoinStats users in mind, but any holdings CSV works.

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\"Crypto

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\"License: \"Version\" \"Single \"No

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Who this is for

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CoinStats users who want to rebalance quickly. CoinStats tells you what you own, but not what to buy or sell to reach a target allocation. Export your Balances CSV, set a target, upload the file, and you get a per-coin BUY / SELL / HOLD list with exact units and dollar amounts. The export steps are documented below with screenshots.

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Anyone who wants a market-cap-weighted portfolio. You don't need CoinStats, or any holdings file at all. Set a portfolio size, a number of coins and a maximum weight per coin, and the tool builds the allocation from live market data. If you track holdings somewhere else, any CSV with a Symbol column and an Amount column gives you the same rebalancing list.

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Either way, the whole thing is one HTML file that runs in your browser. No accounts, no servers, no API keys, no install. Your holdings never leave your machine.

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Quick start

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  1. Download crypto_portfolio_capped_v4.html.
  2. Open it in any modern browser (double-click it).
  3. Set your inputs and click Build Portfolio. This fetches live market caps from CoinGecko and builds your target allocation.
  4. Optional: under Rebalance from CoinStats, upload your holdings CSV and click Compare Holdings.
  5. Read the Portfolio Adjustments Needed table, or click Download Adjustments CSV.
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Want to try step 4 before exporting anything? Upload docs/sample-coinstats-balances.csv.

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Exporting your balances from CoinStats

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If you use CoinStats, this is the file to upload in step 4. CoinStats currently marks CSV export as a Premium feature.

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Web (coinstats.app)

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  1. Go to the Portfolio Tracker page and select the portfolio you want to rebalance.
  2. Open the Assets tab.
  3. Click the Export button (the download icon at the top right of the assets table).
  4. Choose Balances. Save the CSV file.
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\"CoinStats

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Mobile app (iOS / Android)

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  1. Open the Portfolio tab and pick the portfolio you want to rebalance.
  2. Tap the three-dot button below the chart.
  3. Tap Portfolio Settings.
  4. Scroll down and tap Export Data.
  5. Choose Balances and save or share the CSV file, then get it onto the computer where you'll open the tool.
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\"CoinStats

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Steps and screenshots are from the CoinStats help article How to Export Transactions to CSV. If the CoinStats interface changes, that article is the source of truth.

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Export Balances rather than Transaction History. The transaction export lists individual trades, not what you currently hold.

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Using a CSV from somewhere else

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The tool only needs two columns: Symbol and Amount (column names are matched case-insensitively, and an Amount or Total column both work). Extra columns are ignored. Multiple rows for the same symbol are summed, so a coin held on several exchanges or wallets is treated as one position. Exports from most other trackers and exchanges will work as-is or after renaming a header.

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What the tool does

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Builds a target allocation

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Compares it against your current holdings

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Exports

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Interface

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How the allocation maths works

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  1. Fetch the top N coins by market cap from CoinGecko.
  2. Compute baseline weights as coin market cap / total market cap.
  3. Apply the per-coin cap and redistribute clipped weight proportionally until fully allocated.
  4. Subtract any custom targets first; the rest of the portfolio is allocated by market cap.
  5. Convert weights to target USD and target units using your portfolio value.
  6. If you uploaded holdings, compare target units against what you hold to produce the buy/sell list.
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Development

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Notes & limitations

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Privacy

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100% client-side. The only network request the page makes is to CoinGecko's public API for market data. Your portfolio size, holdings CSV, and allocations never leave your machine.

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Attribution

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License

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MIT — free to use, modify, and distribute, including commercially.

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