Pro & Premium Portfolio Discipline
Smart Rebalancing Drift Monitor
Systematic portfolio discipline without emotional guesswork. Monitor asset class drift against target bands, log historical balance checkpoints, and rebalance smoothly using new cash flow without triggering unnecessary taxable capital gains.
Portfolio Allocation Targets
Recommended: 5% absolute drift band prevents overtrading while preserving target risk profile.
Target Percentages
Sum: 100%Current Asset Holdings ($)
Used to calculate illustrative cash-flow rebalancing allocations without selling shares.
Target Allocation vs. Current Actuals
Compare each asset class against its target weight. Breached tolerance bands highlight in orange.
Rebalancing Trade Instructions
Illustration based on the numbers and targets you entered. Not a recommendation to buy or sell any security.
Illustration based on the numbers and targets you entered. Not a recommendation to buy or sell any security.
Illustration based on the numbers and targets you entered. Not a recommendation to buy or sell any security.
Illustration based on the numbers and targets you entered. Not a recommendation to buy or sell any security.
Historical Drift Checkpoints
Track your discipline over time. The dashed line marks your custom rebalance trigger band.