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 % | |
|---|---|---|---|
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No targets set
Add tickers manually below or copy a model portfolio. |
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Your portfolio
Auto-loaded from your uploaded portfolio. Values update here only - targets above are untouched.
| Ticker | Name | Value | Currency | Current % | Target match | |
|---|---|---|---|---|---|---|
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No portfolio loaded
Already uploaded a CSV on the Dashboard? Tap reload below. Or add rows manually below. |
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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.