Optimize Your Portfolio
in Few Clicks
Easily calculate how to rebalance your
investments and keep
your asset allocation strategy always aligned with your goals
Portfolio Rebalancing
Free tool for
portfolio rebalancing.
Easily calculate how to bring your assets back to the desired target percentages, either through selling excess assets or by adding new liquidity.
Asset Management
Easily enter and manage your financial assets with name, quantity and current price.
Target Allocation
Define target percentages for every asset in your ideal portfolio.
Automatic Calculation
Instantly get calculations to optimally rebalance your portfolio.
Why Rebalance Your Portfolio?
Periodic portfolio rebalancing is essential to maintain the desired risk level over time. When some assets perform better than others, their weight in the portfolio increases, altering the original allocation and potentially exposing you to greater or lesser risks than expected.
Rebalancing means selling assets that have exceeded the target and buying underweighted ones, automatically applying the "buy low, sell high" principle.
How Often Should You Rebalance?
The ideal rebalancing frequency depends on several factors, including asset volatility and transaction costs. In general, it's recommended to:
Periodic Rebalancing
Check your portfolio every 6-12 months and rebalance if necessary
Threshold Rebalancing
Intervene when an asset deviates 5-10% from the target
Opportunistic Rebalancing
Take advantage of new investments or withdrawals to rebalance