This tool was created to simplify the act of making modifications to a user's investment portfolio while maintaining the desired asset allocation.
Maintaining your desired asset allocation through rebalancing is a proven method to decrease portfolio risk while boosting performance. Refer to the following resources for additional information on rebalancing and asset allocation:
If you find yourself needing to add funds to your portfolio, withdraw funds from your portfolio, or perform a regular rebalancing operation, then this tool will save you time while offering accurate results.
By taking a user's current investments, an optional deposit amount, and a target portfolio allocation, a per-investment rebalance amount can be calculated. The per-investment rebalance amount is calculated using a proven monetary value processing library that allocates funds to various investments properly without a loss in precision.
No financial information is transferred off of the client device. There is no server side component where user provided information is saved, tracked, or monetized.
However, Google Analytics is used to monitor how many people are taking advantage of this tool.
I want to rebalance my portfolio without making a deposit or withdrawal.
I want to add new money into my portfolio. The new money should be appropriately allocated as to bring my portfolio back to my desired asset allocation.
I want to pull out money from my portfolio. The money should be appropriately withdrawn from each investment as to bring my portfolio back to the desired asset allocation.