Portfolio Rebalancer
Set target weights, lock the positions you want to keep, add any new holdings, then rebalance — and get the exact buy/sell trades. Everything runs in your browser; nothing is uploaded or stored on a server.
How the rebalancer works
Set a target weight for each asset class (or each holding), lock the positions you don't want to trade, add any new tickers you want to buy into, then click Rebalance — and the tool works out the exact buy/sell trades to reach your targets. Everything runs in your browser; your portfolio never leaves your device. Live prices and exchange rates are fetched by ticker symbol only, and every value stays editable.
- Download the CSV template, fill in your holdings (symbol, quantity, cost basis, currency) and upload it — or load the sample portfolio to explore.
- Pick your base currency and enter your cash per currency. Fetch live prices, or type them in by hand.
- Set a target % — for a whole asset class (the group row) or per holding. Lock any positions you don't want traded, and use “+ Add” to include new tickers you want to buy into.
- Click “Rebalance to class goals” to generate the exact buy/sell trades, then review the breakdown by asset class, currency and risk and watch the per-currency cash panel for foreign-cash overdrafts.
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Frequently asked questions
Is my portfolio data sent anywhere?
No. Your holdings, quantities and cost basis stay in your browser and are saved only in your browser's local storage. When you fetch live prices, only the ticker symbol and currency codes are sent to our server to look up a quote — never your portfolio.
Where do the prices and exchange rates come from?
Live prices and FX rates are fetched from public market data by ticker symbol. They're best-effort and may be delayed. Every price and rate stays editable, so you can override anything or work fully offline by typing values in.
How are the trades calculated?
Set a target weight for each asset class (or holding) — a percentage of your whole portfolio, cash included. Lock the positions you don't want touched and add any new tickers, then click Rebalance: the tool spreads each class's gap across the unlocked holdings, values everything in your base currency, and turns the difference between current and target into a buy or sell. It nets the cash movements per currency so you can spot when buying a foreign holding would overdraw that currency's cash.
What is the risk allocation view?
Each holding is tagged Low, Medium or High risk — pre-filled from a keyword guess and fully editable. The risk view shows how much of your portfolio sits in each band today versus your target, alongside the asset-class and currency breakdowns.