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Free 30-min Web3 Consultation
Book Consultation
Smart Contract Security Audits
View Audit Services
Custom DeFi Protocol Development
Explore DeFi
Full-Stack Web3 dApp Development
View App Services
Free 30-min Web3 Consultation
Book Consultation
Smart Contract Security Audits
View Audit Services
Custom DeFi Protocol Development
Explore DeFi
Full-Stack Web3 dApp Development
View App Services
Free 30-min Web3 Consultation
Book Consultation
Smart Contract Security Audits
View Audit Services
Custom DeFi Protocol Development
Explore DeFi
Full-Stack Web3 dApp Development
View App Services
LABS
Services

Portfolio Rebalancing Automation Service

A secure, automated smart contract system and off-chain keeper network that dynamically rebalances your institution's yield-bearing asset portfolio based on real-time market conditions and your pre-configured risk parameters.
Chainscore © 2026
overview
CORE SERVICE

Smart Contract Development

Secure, audited smart contracts built to your exact specifications.

We architect and deploy production-grade smart contracts that form the unbreakable foundation of your Web3 application. Our development process is built on security-first principles, utilizing Solidity 0.8+ and audited libraries like OpenZeppelin to mitigate risks from day one.

  • Custom Logic: From ERC-20 tokens and ERC-721 NFTs to complex DeFi protocols and DAO governance systems.
  • Full Audit Trail: Every contract undergoes rigorous internal review and is prepared for third-party audits by firms like CertiK or Quantstamp.
  • Gas Optimization: We write efficient code to minimize transaction fees, a critical factor for user adoption.
  • Deployment & Verification: We handle deployment to mainnet/testnets and full source code verification on block explorers.

Deliver a secure, functional, and maintainable smart contract suite in as little as 2-4 weeks for an MVP, with clear documentation for your team.

key-features-cards
ARCHITECTURE

Core Components of Our Rebalancing System

A modular, enterprise-grade infrastructure designed for reliability, security, and performance. Each component is built to handle high-frequency, high-value transactions with zero compromise.

01

Multi-Chain Strategy Engine

Execute complex rebalancing logic across Ethereum, Arbitrum, Polygon, and Solana. Our engine supports custom parameters for slippage tolerance, gas price optimization, and MEV protection.

< 1 sec
Strategy Execution
10+ Chains
Supported
02

Institutional-Grade Execution Layer

Route orders through the most liquid DEXs and aggregators (Uniswap V3, 1inch, 0x) with smart order routing. Features atomic composability and on-chain settlement verification.

99.9%
Fill Rate
< 15 sec
Avg. Settlement
03

Real-Time Portfolio Monitor

Continuous on-chain tracking of asset allocations, P&L, and risk exposure. Provides configurable alerts for threshold breaches and market anomalies via webhook or API.

24/7
Monitoring
Sub-second
Data Latency
04

Secure Smart Contract Vaults

Non-custodial, audited vault contracts for asset custody and permissioned execution. Built with OpenZeppelin standards and undergo quarterly security reviews by third-party auditors.

$0
Custody Risk
4+ Audits
Security Reviews
05

Programmable API & SDK

REST and WebSocket APIs for programmatic strategy management, reporting, and integration into existing treasury dashboards. Includes TypeScript/Go SDKs for rapid development.

< 100ms
API Latency
99.95%
Uptime SLA
06

Compliance & Reporting Module

Automated generation of audit trails, transaction reports, and tax documentation (FIFO, HIFO). All data is immutable, timestamped, and exportable for regulatory requirements.

Real-time
Reporting
FIFO/HIFO
Tax Methods
benefits
MEASURABLE RESULTS

Business Outcomes for Your Fund or Treasury

Our portfolio rebalancing automation delivers concrete operational and financial advantages, moving beyond theoretical benefits to quantifiable improvements in efficiency, security, and performance.

01

Operational Efficiency

Eliminate manual intervention and human error from your rebalancing workflows. Our automated systems execute complex multi-asset strategies 24/7, freeing your team to focus on high-value analysis and strategy development.

> 90%
Reduction in manual ops time
24/7
Automated execution
02

Enhanced Security & Compliance

Execute rebalances with institutional-grade security. Our non-custodial smart contracts are built with OpenZeppelin libraries and undergo rigorous third-party audits, ensuring funds never leave your controlled wallets.

Non-custodial
Funds remain in your wallet
Formally verified
Contract logic
03

Optimized Execution & Cost Savings

Minimize slippage and gas fees through intelligent execution logic. Our system aggregates liquidity across DEXs (Uniswap V3, Curve, Balancer) and leverages MEV protection strategies to secure the best possible prices for your trades.

15-40%
Avg. slippage reduction
Gas-optimized
Smart contract design
04

Real-Time Performance & Reporting

Gain actionable insights with a unified dashboard. Monitor portfolio drift, track rebalancing history, and generate compliance-ready reports on performance attribution and transaction audit trails.

Real-time
Portfolio monitoring
Automated
Audit trail generation
05

Scalable Strategy Management

Easily deploy and manage sophisticated rebalancing logic. From simple threshold-based triggers to dynamic, data-driven strategies using Chainlink oracles, our platform scales with your fund's complexity.

Modular
Strategy architecture
Multi-chain
EVM & L2 support
06

Reduced Counterparty & Settlement Risk

Leverage the trustless nature of DeFi. Automated rebalancing via smart contracts eliminates traditional settlement delays and counterparty default risk, ensuring atomic execution of complex multi-step trades.

Atomic
Trade execution
Trustless
Settlement finality
Strategic Infrastructure Decision

Build vs. Buy: Automated Rebalancing

A detailed comparison of the total cost, risk, and time investment required for developing and maintaining a custom rebalancing engine versus leveraging Chainscore's managed service.

FactorBuild In-HouseChainscore Managed Service

Time to Production

6-12 months

4-8 weeks

Initial Development Cost

$150K - $400K+

$25K - $75K

Annual Maintenance & DevOps

$120K - $250K

$15K - $50K (SLA)

Smart Contract Security

High Risk (Requires external audit)

Audited & Insured (OpenZeppelin patterns)

Multi-Chain Support

Custom integration per chain

Pre-built for Ethereum, Polygon, Arbitrum, Base

Rebalancing Strategies

Limited to team expertise

Pre-built: Time, Threshold, Drift, Custom Logic

Monitoring & Alerting

Requires custom dashboard build

Included: Real-time dashboards & webhooks

Team Resources

2-3 Senior Blockchain Devs + DevOps

Your Product Team + Our Engineers

Uptime & Reliability SLA

Your responsibility

99.9% Guaranteed

Total Cost of Ownership (Year 1)

$270K - $650K+

$40K - $125K

how-we-deliver
A PROVEN FRAMEWORK

Our Delivery Process: From Strategy to Live Operations

We deliver production-ready portfolio rebalancing automation through a structured, four-phase engagement. This ensures your strategy is correctly encoded, rigorously tested, and seamlessly integrated into your live environment.

01

1. Strategy & Architecture

We translate your investment thesis into a technical blueprint. We define rebalancing triggers (time, price, volatility), asset universes, and custody models, ensuring the logic is both effective and gas-efficient on-chain.

1-2 weeks
Design Sprint
100%
Requirement Sign-off
02

2. Smart Contract Development

Our engineers build custom, auditable Solidity contracts for your rebalancing engine. We implement battle-tested patterns from OpenZeppelin and incorporate MEV protection and slippage controls by default.

Solidity 0.8+
Code Standard
OpenZeppelin
Security Foundation
03

3. Testing & Simulation

We deploy to a testnet and run exhaustive simulations against historical and synthetic market data. This phase validates strategy performance, stress-tests gas costs, and identifies edge cases before mainnet deployment.

>1000 sims
Backtests Run
Full Report
Performance Audit
04

4. Deployment & Monitoring

We manage the secure mainnet deployment and integration with your front-end and data feeds. You receive 24/7 monitoring dashboards for portfolio health, gas spend, and rebalancing execution logs.

99.9% SLA
Execution Uptime
Real-time
Performance Dashboards
security-architecture
CORE SERVICE

Smart Contract Development

Secure, production-ready smart contracts built by experts to power your Web3 application.

We architect and deploy custom smart contracts that form the secure, immutable backbone of your dApp. Our development process is built on Solidity 0.8+ with OpenZeppelin standards, ensuring security and upgradability from day one.

From tokenomics to complex DeFi logic, we translate your business requirements into efficient, gas-optimized code.

  • Full Lifecycle Development: Audit-ready contracts for ERC-20, ERC-721, ERC-1155, and custom protocols.
  • Security-First Approach: Rigorous internal review and integration with leading audit firms.
  • Measurable Outcomes: Achieve 99.9% uptime SLAs and deploy a secure MVP in 2-4 weeks.
Portfolio Rebalancing Automation

Frequently Asked Questions

Get clear answers on how our automated rebalancing service works, from integration to ongoing support.

Our service deploys a custom, audited smart contract suite that monitors your portfolio's target allocations. It uses off-chain keepers to execute rebalancing trades across integrated DEXs (Uniswap V3, Curve, Balancer) when thresholds are breached. The entire process is permissionless, gas-optimized, and fully automated, requiring no manual intervention from your team.

ENQUIRY

Get In Touch
today.

Our experts will offer a free quote and a 30min call to discuss your project.

NDA Protected
24h Response
Directly to Engineering Team
10+
Protocols Shipped
$20M+
TVL Overall
NDA Protected Directly to Engineering Team
Institutional Portfolio Rebalancing Automation | Chainscore Labs | ChainScore Guides