Findings
RecommendationMoneyDetected Jul 14, 2026 · Jul 14, 2026, 7:00 AM

Crypto currently makes up 13% of your portfolio. Consider rebalancing to under 10% of total assets to reduce volatility exposure.

What you should do
  1. 1
    Decide your target allocation10% is a guideline, not a rule – pick what you can stomach.
  2. 2
    Move the surplus into your brokerage account
Open crypto walletsSee full portfolio
Why we flagged this
  • Your Ledger wallet holds $142,500 against a total portfolio of $1,098,397.
  • That is 13% of total assets, above the 10% guideline for volatile holdings.
  • The share has grown from 8% since the wallet was connected.
What's at stake

A 40% crypto drawdown – well within its historical range – would cost roughly $57,000 at the current allocation.

Accuracy
Medium confidenceInferred across your whole profile
Status

This finding is open and counts towards your critical items.

Source documents

No single document – this was inferred across your whole profile.