rebalance
Portfolio rebalancing
Import your brokerage CSV or add securities manually, set per-security target percentages, and see exactly how to rebalance — now or via DCA over time. Nothing is saved server-side; use Export to keep a copy.
Import a brokerage CSV
Expects columns including Symbol, Exchange, Name, Book Value (CAD). Other columns are ignored.
No securities yet — import a CSV or add a row manually below.
Add a security manually
DCA model
Plan monthly contributions to drift the portfolio toward the targets without selling. Assumes static prices.
Total shortfall to target
$0.00
Total contributions over horizon
$6,000.00
Months to reach target
Already there
Set target percentages above to see a DCA plan.