Rebalance Desk
How planned rebalance actions live beside your self-custody watchlist — and when to bring them to a human sitting.
What the Rebalance Desk is
The Rebalance Desk is our name for the practice of writing intended moves next to the holdings you already control. In the desktop watchlist terminal, each planned rebalance action is a short note: what you might trim or add, and under what personal condition. It is not a live order book and not a signal feed.
A typical path
- Populate holdings — Labels for positions under self-custody only.
- Draft planned actions — Empty or partial notes for moves you already believe you may take.
- Watch drift quietly — Return on your own evenings; no alerts designed to hurry you.
- Optional desk sitting — When notes pile up, book a holdings review or rebalance walkthrough.
- Execute yourself — You sign and move assets when your own conditions are met.
When a sitting helps
- Your planned-action column has more than a few open items
- Two labels describe the same coins under different names
- A family multisig means timing depends on another signer
- You want a written “do / wait / drop” pass before you touch a hardware wallet
When you can stay solo
Many clients only use the terminal. That is intentional. The Rebalance Desk pages and sessions exist for the moments when a second reader of your own notes is useful — not as a required subscription.
Start from either door
- Open the Holdings Desk sessions if you want human time on the calendar
- Send a short brief if you are unsure which sitting fits
- Or use Get it from Microsoft on the home page to place the watchlist on your desktop first