Portfolio Rebalancer
Add the shares you own, review your allocation, and see the share-based targets you need to rebalance.
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Current holdings
Build your current portfolio
Add at least two stocks and enter how many shares you own.
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2
Optimization settings
Advanced is optional — defaults to sample covariance and long-only weights up to 50% per asset.
Preference
Choose what the optimizer should prioritize. Estimates come from historical data and don't predict the future.
Lower volatility
Higher expected return
Price history
How far back we look when estimating each stock's risk and return.
Stock selection
Choose whether the optimizer may sell a stock out of the portfolio entirely, or only shift the weights between the stocks you already own.
May remove stocks
Keep all stocks
Ready to rebalance?
Add at least two stocks to see your target allocation.