Allocation Comparison & Rebalancing

Compare your current allocation with target allocation and get rebalancing recommendations

Rebalancing Guide

Purpose: Quantify the gap between current and target allocations and compute actionable rebalance amounts.

Data source: Compares two allocation CSV inputs, current and target, then applies portfolio value and optional new money.

How it works

  1. Upload current allocation CSV and target allocation CSV.
  2. Set total portfolio value and any new money amount.
  3. Run calculation to get sector and subsector buy/sell recommendations.

What to do next

  • Build target CSV from your chosen strategy, often informed by ETF Recommendations.
  • Validate largest deltas first to avoid over-trading small positions.
  • After adjustments, rerun with updated targets to confirm the final gap.
Current Allocation
Upload your current allocation summary CSV
Target Allocation
Upload your target allocation CSV