I wrote this tool after spending too much time crunching numbers whenever I needed to add new funds to my investment portfolio.
ELI5: Rebalancing an investment portfolio allows the owner to “buy low and sell high” and is a proven method to decrease risk and increase profits.
All processing is client side, so no privacy or data collection issues. All code is open sourced. Hope it helps someone out.
You can check out the About or Guides section for more information. Here is a quick list of features:
- calculate rebalance with new money
- calculate rebalance with a withdrawal
- calculate rebalance with only existing balances
I wrote this tool after spending too much time crunching numbers whenever I needed to add new funds to my investment portfolio.
ELI5: Rebalancing an investment portfolio allows the owner to “buy low and sell high” and is a proven method to decrease risk and increase profits.
All processing is client side, so no privacy or data collection issues. All code is open sourced. Hope it helps someone out.
You can check out the About or Guides section for more information. Here is a quick list of features: - calculate rebalance with new money - calculate rebalance with a withdrawal - calculate rebalance with only existing balances