Portfolios drift from target allocation over time, but most investors never systematically check or rebalance.
Flagging exactly which holdings are over or under target, with the trade already calculated, turns rebalancing from a task you avoid into one you can actually do.
Backed by a 30-day money-back guarantee. If it is not useful, we will refund it, no questions asked.
Portfolios drift from target allocation over time, but most investors never systematically check or rebalance.
Flags which holdings are over/under target allocation and calculates the exact trade needed to rebalance.
We built this after noticing most rebalancing advice stops at 'check your allocation,' when the useful part is the exact trade amount that gets you back to target.
— DaveWays
Not just 'you're off target.' Shows the precise dollar amount to buy or sell per holding.
See current allocation versus target update automatically as values change, no manual recalculation.
Built around a drift trigger, like 5 percentage points, instead of an arbitrary calendar date.
Does this pick my target allocation for me?
No, set your own target percentages based on your investment plan; the sheet tracks drift against whatever you enter.
What drift percentage should trigger a rebalance?
Many investors use 5 percentage points, but this is set by you based on your own risk tolerance and trading costs.
Does this place trades for me?
No, it calculates the exact dollar amount to buy or sell; you execute the trade in your brokerage.
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Investment Portfolio Rebalancing Tracker (Free Preview) — download a condensed version free, no purchase required, to see if it's a fit before you buy.
Investment Portfolio Rebalancing Tracker is $16.99 USD, one-time payment, instant delivery, no subscription. Covered by our 30-day money-back guarantee. See our refund policy and terms.
