Introduction

Welcome to Portfolio Rebalancer™, a powerful tool designed to help you achieve your target portfolio asset allocations with ease and precision. Whether you’re a fee-only financial planner or an individual investor focused on retirement, Portfolio Rebalancer™ is here to streamline the complexities of portfolio rebalancing.

Why Portfolio Rebalancer™?

Managing an investment portfolio can be a daunting task, especially when striving to maintain the right balance of assets in a constantly changing market. Portfolio Rebalancer™ offers a sophisticated solution, providing you with the tools to calculate the optimal set of transactions required to rebalance your portfolio. By leveraging its advanced features, you can better align your investments with your financial goals and risk tolerance.

Key Features

• Customizable Asset Classes: Tailor asset classes per portfolio and establish target allocations according to your specific preferences.
• Versatile Securities Support: Define a wide range of securities, including ETFs, stocks, and mutual funds, that are available for use within your portfolio.
• Cross-Account Rebalancing: Rebalance across all your accounts to achieve target allocations at a comprehensive portfolio-wide level.
• Investment Restriction Options: Customize investment restrictions to dictate the allowable holdings within each account, giving you precise control over your portfolio’s composition.
• Flexible Rebalancing Control: Fine-tune your rebalancing calculations with customizable options, such as utilizing available cash exclusively.

Getting Started

Portfolio Rebalancer™ is an online application compatible with browsers running on many desktop and laptop operating systems. To access Portfolio Rebalancer™ from a browser:

• You need a high-speed Internet connection
• You must have JavaScript and WebAssembly (WASM) enabled

Portfolio Rebalancer™ is tested with and supports the latest versions of the following browsers:

• Google Chrome
• Mozilla Firefox