Target weights & buy plan
Set your target allocation, then load your real portfolio values below. They’re kept completely separate so loading your portfolio never changes your targets.
Target allocation
Define your ideal % per holding. These never change unless you edit them here. Browse model portfolios →
| Ticker | Name | Target % | |
|---|---|---|---|
|
🎯
No targets set
Add tickers manually below or copy a model portfolio. |
|||
Your portfolio
Load your actual holdings. Values update here only — targets above are untouched.
| Ticker | Name | Value | Current % | Target match | |
|---|---|---|---|---|---|
|
💼
No portfolio loaded
Click Load from portfolio above, or add rows manually below. |
|||||
Tickers matching your targets are highlighted. Unmatched rows are included in totals but won’t affect drift calculations for those targets.
Portfolio vs targets
Filled bar = current weight. │ Orange tick = your target. Sorted by largest drift.
Buy plan
Enter your deposit and get a precise share-by-share plan prioritising the most under-weight positions.
Complete steps 1–3 above then hit Calculate plan.