Rebalancer
Portfolio Rebalancer
Enter the current dollar value of each bucket. This tool compares your actual allocation to the 30/30/30/10 targets and tells you exactly what to buy or sell to get back in balance.
Current Holdings
Enter the current value of each investment bucket. Use today's balances from your accounts.
Crypto (BTC + ETH)
30%
Dividend Stocks
30%
Index Funds (S&P 500)
30%
Gold & Silver
10%
Portfolio Health
Balanced
Your portfolio is on target