Target Allocation & Rebalancing
Set a target percentage for each asset category (stocks, cash, crypto, real estate, etc) and the page shows per-category drift, dollar amounts to move, and actionable buy/sell suggestions for categories outside your tolerance band. Drift uses current market values — prices update from FMP when live, cost basis as fallback. The tolerance threshold is tunable (default ±5 percentage points).
About rebalancing
Rebalancing math is simple: drift = currentPct − targetPct, and suggested dollar amount = (drift / 100) × total portfolio value. Positive drift = overweight → sell; negative = underweight → buy. The page surfaces suggestions only for categories beyond your tolerance threshold. These are informational — execute orders yourself in your broker. Not investment advice.
- Per-category drift table with current %, target %, $ difference
- Actionable buy/sell suggestions sorted by size
- Tunable tolerance threshold (default ±5pp)
- Target editor with sliders, equal-weight helper, sum validation
- Liabilities excluded — allocation math focuses on equity
- 100% client-side — your positions never leave your browser
Free. No signup. Inputs stay in your browser. Ads via AdSense (consent required).
By Marco B. ·