Simple Portfolio Rebalancing Tool

The tool allows rebalancing based on individual ETFs, Asset Classes, or Asset Class and Region pairs. At this stage the tool doesn't provide breakdown for multi-asset ETFs. Start with entering list of ETF positions with their values.

$
Value WeightTarget Weight Adjust (%) Adjust (value) Adjust (units)
{{getDescription(d)}} 
${{d.value}} {{fn(d.share)}} - {{fn(av,'%',1)}} {{fn(av, '$')}} {{fn(av,'',0)}} @ {{fn(d.unit_price,'$')}}