Portfolio Rebalancer
Stay on target without the spreadsheet.
Markets move every day. Your portfolio drifts. Our tool calculates exactly how far you've drifted from your target allocation and gives you the specific trades needed to bring everything back in line — with minimal costs and maximum clarity.
The Problem
You set a target allocation for a reason — the right balance of growth and safety. But markets move, and over time your 60/40 portfolio might become 72/28. You're taking more risk than planned. Most people either ignore drift or spend hours with spreadsheets trying to figure out what to trade.
How It Works
Enter Your Allocation
Specify your target allocation and current holdings
Calculate Drift
See how far each position has drifted from target
Get Recommendations
Receive specific trades (buy X, sell Y) to rebalance
Minimise Costs
Fewest trades needed, considers costs and taxes
What You Get
Clear Drift Analysis
Current vs target allocation with visual breakdowns
Specific Trade List
Buy X, sell Y — no guesswork needed
Cost-Aware Rebalancing
Minimises fees and taxes on every trade
Cash-Flow Rebalancing
Use new contributions to correct drift efficiently
Threshold Alerts
Get notified when drift exceeds your tolerance
Historical Tracking
See how well you've stayed on target over time
Stay on target. Automatically.
The Portfolio Rebalancer launches with the closed beta on 20 July 2026. Join the beta list to be among the first to fix your drift.
Join the Beta