Portfolio Rebalancer

Add the shares you own, review your allocation, and see the share-based targets you need to rebalance.

Stocks

Build your current portfolio

Search and add stocks, then set share counts.

Preferences

Preference

Choose how the allocation should be optimized.

Safety
Return Minimize volatility

Timeframe

Select how far back to evaluate your stocks.

Ready to compute?

Pick a timeframe and preference to reveal results.

Add at least two stocks to enable results.