Wealth RebalancerVisual portfolio intelligence
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Portfolio Intelligence

Know exactly where your money should go next.

Import any brokerage CSV, visualize your allocation, track target weights, and get clear rebalancing guidance - all in one place.

✦ Any brokerage CSV ✦ Real-time prices ✦ Drift alerts ✦ AI insights
wealthrebalancer.com/dashboard
My Portfolio
$84,247.18
+$1,042 today ↑
30 days ago +$4,218 (5.3%)
VTIUS Total Market
31%
VXUSIntl ex-US
22%
BNDUS Bond Index
15%
QQQNasdaq-100
11%
⚠ Drift Alert
VTI is 4.2% overweight
Your US equity allocation is above your target. Route your next contribution to VXUS instead to rebalance without selling.
VTI: 31% → target 27%
Rebalance Plan ✓
VXUS
+$580
VTI
+$300
BND
+$120
Total: $1,000 · 3 positions to buy
Works with your brokerage - import any CSV: Wealthsimple Questrade TD Direct IBKR Fidelity Schwab Any CSV

🍁 First-class support for .TO symbols, TFSA/RRSP accounts, and CAD/USD FX

How it works

Three steps to a smarter portfolio.

From CSV to full rebalance guidance in under 2 minutes.

Step 01
📥

Import your CSV

Export your holdings from any brokerage - Wealthsimple, Questrade, TD, IBKR, Fidelity - and drop the file in. We parse it instantly.

wealthsimple_holdings_2026.csv ✓
Step 02
📊

See your allocation

Your portfolio appears as a live heatmap and holdings table. Set target weights for each position - the rebalancer tracks drift automatically.

VTI → 31% · Target: 30% ✓
Step 03
⚖️

Get your buy plan

Enter your contribution amount. The rebalancer calculates exactly how to split it - dollar amounts per position - to bring you back on target.

→ Put $580 in VXUS · $420 in VTI
Portfolio view

See your whole portfolio at once.

Each tile is sized by position value and colored by drift from target. Overweight glows red, underweight glows green - you see exactly where to act.

  • Drift heatmap
  • Holdings table
  • ETF compare
Explore portfolio view →
Portfolio Heatmap Live
+1.3%VTI31%
+0.8%VXUS22%
-1.6%QQQ18%
+0.2%BND12%
0.0%GLD9%
+0.7%XEQT8%
Rebalancer

A dollar amount for every position.

Enter your contribution - $500, $2,000, or any amount. The rebalancer calculates exactly how much goes into each position to bring your whole portfolio back on target.

  • Buy plan in seconds
  • No selling required
  • Multi-account aware
Try the rebalancer →
Rebalancer Next contribution
VXUS
+$580
VTI
+$300
BND
+$120
Wealthy AI

Ask your portfolio anything.

Wealthy AI understands your actual holdings. Ask in plain English - get specific, actionable answers about your allocation, risk concentration, and what to buy next.

  • Portfolio-aware context
  • Plain English answers
  • Actionable suggestions
Meet Wealthy AI →
Wealthy AI Live
Am I too concentrated in US stocks?
Wealthy AI
Yes - your portfolio is 74% US equities, vs a global market weight of ~62%. Adding VXUS or XEF.TO would bring you to a healthier 25%+ international weight.
Your Money, Clearly

Every dollar, every drift, in one view.

Net worth, target drift, and concentration risk - all in one workspace that updates as your prices move.

Live
Total Net Worth
Live
$84,247.91
Investments $76,200.43
Cash & other $8,047.48
Today +$1,042.18
Dashboard
Weekly review with contribution routing, drift, and alerts
Live preview
14
$84,200
4.2%
3 active
Next contribution
Allocate 58% to VXUS and 42% to VTI to stay on target
Ready
Largest drift
Cash reserve is 3.4% above target weight
Review
Watchlist
NVDA and SHOP are both near alert zones
2 alerts
Wealthy AI Live

Ask your portfolio anything.

Upload your CSV and chat with Wealthy AI. Get plain-English answers about your allocation, risk, and what to buy next.

Learn more →
Do I have too heavy a weight in US stocks?
Wealthy AI
Yes - your portfolio is 74% US equities, vs a global market weight of ~62%. Consider adding VXUS or XEF.TO to bring international exposure up to at least 25%.
What ETF would fit nicely into my portfolio?
Wealthy AI
Based on your holdings, you're underweight in bonds and international developed markets. VXUS or XEF.TO would balance your geographic concentration without overlapping your existing positions.
What you can ask
  • "Am I too concentrated in US stocks?"
  • "What ETF fits nicely into my portfolio?"
  • "How risky is my portfolio right now?"
  • "Where should I put my next $500?"
  • "Do any of my ETFs overlap?"
  • "Should I hold this in my TFSA or RRSP?"
Try Wealthy AI →
Model Portfolios

Start with a proven strategy.

Browse time-tested portfolio splits. Copy one into your rebalancer as your target allocation with a single click.

Browse all models →
🛋️Passive

Couch Potato

60% equity ETF + 40% bond ETF. The gold standard of Canadian passive investing.

View & copy →
😎Simple

Index and Chill

100% global equities in one or two ETFs. Maximum simplicity, global diversification.

View & copy →
🏛️Tracked

Pelosi Tracker

Mirror the publicly disclosed Congressional stock trades. A popular alternative benchmark.

View & copy →
⚡Advanced

5 Forces Model

Diversified across US growth, international, bonds, commodities, and real assets.

View & copy →
Investors using it

Real outcomes from the rebalancer.

Self-directed investors using Wealth Rebalancer as their weekly portfolio review tool.

"Realized I was 74% US equities and rebalanced into XEF.TO the same day. The rebalancer told me exactly how much to move."
Questrade investor · TFSA + RRSP
"I'd been guessing at contribution splits for years. Now I just paste my CSV and get a dollar amount per ETF in seconds."
Wealthsimple investor · DIY since 2019
"The drift alerts are the part I didn't know I needed. Got notified that my tech allocation was 11 points over target before I added more."
TD Direct investor · Canadian all-in-one ETFs
From the blog

Learn portfolio strategy.

All posts →
Guide

VEQT vs XEQT vs ZEQT: Which Canadian all-in-one ETF is right for you?

A side-by-side comparison of fees, returns, and regional weights to help you pick the right one for your account type.

Read → Tax Strategy

TFSA vs RRSP: Which Account Should You Invest In First?

A practical framework for Canadians - when to prioritize your TFSA, when to max your RRSP, and the order of operations that maximizes both.

Read → Strategy

How to rebalance without triggering capital gains

Use new contributions to rebalance instead of selling - a tax-efficient approach for non-registered accounts.

Read →

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

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

Get started free
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