Portfolio

Investable now

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Invested

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Cash on hand

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Allocation

US · VTIInternational · VXUSBondsCash

Roth locked (over the income limit)

US % International % Bonds %

New outside cash ($) Min trade ($) Rebalance band (pts)

New outside cash is money you're adding from a bank outside Fidelity. Leave it at $0 unless you're about to deposit something.

Everything here recalculates as you type and only persists when you press Save.

Savings floor ($) Checking floor ($) Checking ceiling ($)

Savings never drops below its floor. Checking is kept between the floor and the ceiling; only what sits above the ceiling is treated as investable.

Update from a Fidelity CSV

Fidelity → Positions → Download. Choose the file or paste its text. Account numbers and names are dropped before anything is stored.

History

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