Portfolio heatmap
Switch between weight, gain/loss, and target drift views to understand concentration and balance faster.
Product tour
A complete workflow for monitoring, comparing, and rebalancing portfolios.
Portfolio Rebalancer helps investors see where their money is, where risk is building, and what to do next. The product combines visual analysis, contribution planning, and alerts into a cleaner ongoing workflow.
Core product modules
- Portfolio heatmap and drift dashboard
- ETF comparison and overlap review
- Watchlists, price zones, and alerts
- Contribution routing and rebalance guidance
ETF comparison
Compare funds by fee, yield, overlap, region mix, and risk profile without jumping across multiple tabs.
Exposure views
Review country, sector, and thematic exposure so your overall portfolio reflects your intended plan.
Alert center
Monitor the signals that matter without living in your brokerage account.
VTI
Price alert below $250
QQQ
Allocation drift above 24%
XEQT
Review before next contribution
- Price and percentage move alerts
- Allocation drift monitoring
- Earnings and review reminders
- Weekly portfolio summary emails
Built for decision clarity
Every review session should answer the same key questions quickly.
What changed?
MonitorReview price movement, alerts, and drift since your last session
What is overweight?
AssessSpot growing concentration or unexpected region exposure
Where should new cash go?
ActUse target-aware suggestions to allocate fresh contributions
What should I compare?
CompareEvaluate alternatives, overlap, and fund fit before making changes