Deciding how often you will review

The reason to fix review dates in advance is to separate the trigger from price action. Without a date, you review on the day something moved sharply — and a check made then tends to be less about gathering information than about doing something while unsettled. A date on the calendar breaks that link.

Prices are not the main object. Often the rest matters more: how much sits at which exchange; whether your self-custody wallet still works; whether the recovery phrase is still stored somewhere appropriate; whether two-factor settings are still live; whether unused accounts are lying around; whether records have gaps. None of this becomes visible by watching a price.

Drift in proportions also surfaces here. As prices move, your current split diverges from whatever you had in mind. But trading to restore it realises gains and losses and creates tax consequences. What you do about a review is your own decision, and this site recommends no course of action. Just keep 'checking' and 'changing things' as separate acts.

Frequency cannot be generalised. Checking often is not a virtue in itself — it multiplies your chances to react to short-term moves. Going a long time without looking, on the other hand, means missing important operator notices and catching record gaps late. Set it against the volume of your activity and the complexity of your setup. No interval prevents losses.