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One-click copy
Any model portfolio can be copied directly into your rebalancer as your target allocation - no manual entry.
Model Portfolios
Research proven portfolio splits. Copy them in one click.
Browse time-tested model portfolios - from passive index strategies to politically-tracked holdings. Find one that fits your goals and instantly apply it as your target allocation.
What's included
Canadian Couch Potato
CanadianClassic 2-ETF passive strategy
Buffett's 90/10
GrowthS&P 500 + short bonds, ultra-simple
Ray Dalio All Weather
BalancedWorks in any economic environment
Permanent Portfolio
Conservative25% each: stocks, bonds, cash, gold
+ 8 more strategies
12 totalBogleheads, Swensen, Coffeehouse & more
Browse model portfolios
Each model shows the target allocation, rationale, and holdings breakdown. Sign in to copy any model directly into your rebalancer.
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Customize freely
Use a model as a starting point and tweak the weights to match your risk tolerance, timeline, or account type.
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Stays in sync
Once copied, your portfolio is tracked against the model's target weights. Drift alerts fire when you deviate.
Start for free. Import your first portfolio in under 2 minutes.
No credit card. No spreadsheet. Works with any brokerage CSV.
Get started free