Rebalancer

Know exactly where your next dollar should go.

Enter a contribution amount and get precise buy recommendations that nudge your portfolio back toward your target allocation — no spreadsheet required.

How it works
1. Set your targets
Define what % of your portfolio each holding should be
Setup
2. Enter a contribution
Type in how much cash you're deploying this session
Input
3. Get buy amounts
Exact dollar amounts per ticker to restore balance
Result
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Target-aware math

The rebalancer knows your current weights and your targets, so recommendations always move you in the right direction.

Buy-only rebalancing

No selling required. Contributions are routed to underweight positions so your portfolio gradually realigns without triggering capital gains.

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Works every contribution

Whether you invest $100 or $10,000, the rebalancer recalculates for your exact amount and current portfolio state.

Stop guessing where to invest next.

Create a free account and run your first rebalance in minutes.

Start for free. Import your first portfolio in under 2 minutes.

No credit card. No spreadsheet. Works with any brokerage CSV.

Get started free