Keep your investments on target

The Portfolio Rebalancer helps you analyze and optimize your investment portfolio, ensuring your asset allocation stays aligned with your goals. Effortlessly upload your holdings, set your target allocations, and let the app suggest the most efficient trades—whether you want to minimize costs, preserve value, or fully rebalance.

• Import your portfolio via CSV or manual entry
• Choose from Minimal Trades, Value Preserving, or Full Rebalance methods
• Instantly see recommended trades and allocation charts
• Supports multiple currencies and live FX rates
• Designed for DIY investors, advisors, and anyone managing diversified portfolios
• Features include: interactive charts, group summaries, export to CSV/PDF, and robust error handling.
• More enhancements and integrations coming soon!