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NVDA
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30-day trend
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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 CSVWorks with any brokerage export
VisualInteractive charts instantly
ActionableDrift alerts & rebalance guidance
See it in action
A full preview of what you see after importing your holdings.
Logged-in dashboard
Live previewWeekly review with contribution routing, drift, and alerts
14
$84,200
4.2%
3 active
Next contribution
ReadyAllocate 58% to VXUS and 42% to VTI to stay on target
Largest drift
ReviewCash reserve is 3.4% above target weight
Watchlist
2 alertsNVDA and SHOP are both near alert zones
Live data
Why investors use Wealth Rebalancer
Built for repeat use — part of a weekly portfolio review routine.
- Works with any brokerage CSV export — no manual entry
- Interactive allocation and sector charts instantly
- Target weight tracking and drift detection
- ETF comparison with overlap and exposure insights
- Rebalancing guidance for your next contribution
- Price alerts and drift notifications
- Model portfolios to copy and customize
- Wealthy AI — ask questions, get portfolio advice
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.
🛋️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 →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.
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%.
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.
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?"