Balanced Portfolios, Zero Stress

Automatically calculate how much to buy or sell to hit your target allocation. Say goodbye to spreadsheet errors.

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Is Manual Rebalancing Holding You Back?

!Complex Spreadsheet Formulas

One wrong cell and your entire portfolio allocation is off. Manual math is risky.

!High Emotional Friction

Deciding what to sell during market volatility is hard. Data-driven rebalancing makes it easy.

!Time-Consuming Updates

Spending hours every month updating prices and calculating trades is a thing of the past.

The Smarter Way to Rebalance

Our tool calculates the exact trades needed to align your current holdings with your target profile.

One-Click Calculations & Drift Tracking

Instant "Buy/Sell" recommendations with real-time alerts when your asset allocation deviates from your target.

Smart Inflow Rebalancing

Automatically calculate how to allocate new deposits to bring your portfolio back to its target without selling existing assets.

Customize Dimensions & Tags

Create your own classification rules (e.g., Sector, Region) using flexible tags on your assets.

3 Steps to a Perfect Portfolio

Record Your Assets

Add your holdings and record your transaction history to establish your current financial starting point.

Set Your Target Allocation

Define your ideal percentage for stocks, bonds, and other asset categories.

Follow the Trade List

Review calculated amounts to buy or sell, or apply new cash influxes to fix deviations with ease.

Why Portfolio Rebalancing Matters for Long-Term Growth

Portfolio rebalancing is the process of realigning the weightings of a portfolio of assets. It involves periodically buying or selling assets in a portfolio to maintain a dynamic level of asset allocation or risk. For example, if an original target asset allocation was 50% stocks and 50% bonds, and the stocks performed well during a period, it could have increased the stock weighting of the portfolio to 70%. The investor may then decide to sell some stocks and buy bonds to get the portfolio back to its original target allocation of 50/50.

Our **Rebalancing Calculator** automates this entire process, ensuring you stay on track without the manual effort. Whether you are using a Lazy Portfolio, a Bogleheads 3-fund strategy, or a custom allocation, our tool adapts to your needs.

Ready to automate your tracking?

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