Hi everyone,
I'm a high school student who got tired of manually calculating my rebalancing trades every quarter, so I built a free tool to automate it.
What it does:
Calculates exact buy/sell amounts to hit your target allocation
Add-only mode for tax-efficient rebalancing (only buys, no selling)
Sell-only and contribution modes for different scenarios
Auto-detects 60+ common tickers (VTI, VXUS, BND, etc.) and groups by asset class
Shows portfolio health score based on concentration and drift
Compares your allocation to common models (3-fund, 60/40, etc.)
Generates PDF reports
Why I built it:
Portfolio Visualizer is amazing for backtesting, but I wanted something simpler that just tells me "buy $X of VTI, sell $Y of BND" without all the extra steps. Also wanted add-only mode since I'm trying to avoid triggering capital gains.
No catches:
Completely free, no signup required
Runs in your browser, nothing saved to my servers
No ads, no data collection
I'd love feedback from this community since you all know way more about portfolio management than I do. What features would make this more useful? What am I missing?
Thanks!
Calculates exact buy/sell amounts to hit your target allocation Add-only mode for tax-efficient rebalancing (only buys, no selling) Sell-only and contribution modes for different scenarios Auto-detects 60+ common tickers (VTI, VXUS, BND, etc.) and groups by asset class Shows portfolio health score based on concentration and drift Compares your allocation to common models (3-fund, 60/40, etc.) Generates PDF reports
Why I built it: Portfolio Visualizer is amazing for backtesting, but I wanted something simpler that just tells me "buy $X of VTI, sell $Y of BND" without all the extra steps. Also wanted add-only mode since I'm trying to avoid triggering capital gains. No catches:
Completely free, no signup required Runs in your browser, nothing saved to my servers No ads, no data collection
I'd love feedback from this community since you all know way more about portfolio management than I do. What features would make this more useful? What am I missing? Thanks!