Portfolio Rebalancer

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Investable cash

Allocation (investment accounts)

US (VTI)Int'l (VXUS)BondsCash
Table view

IRA

What to do

Targets & scenarios

Edits recalculate instantly and are not saved until you press Save. Presets store their targets; the active preset is remembered.

Rules

Positions

Update positions 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
No unsaved changes