Set target allocations
Build portfolios with your preferred ETF mix, rebalance threshold, currency, and share counts.
ETF portfolio rebalancing
Keep your investments aligned without the spreadsheet hassle.
Rebalance helps DIY investors track target allocations, spot portfolio drift, and calculate the shares needed to bring ETFs back in line.
Local-first data
CAD & USD portfolios
QR sharing
Built for periodic review
A focused tool for quarterly portfolio checkups.
Rebalance is designed for people who already know what they want to own. Create your portfolio, set target percentages, enter share counts, and let the app show whether each ETF is still on target.
See portfolio drift
Compare target allocation against actual allocation so you know which holdings are off balance.
Calculate rebalancing shares
Add a new contribution or run a rebalance calculation to see buy and sell share counts.
Share with QR codes
Generate a QR code to share a portfolio setup with another device when you choose to do so.
How it works
From holdings to action in three steps.
- Create your portfolio Add ETFs, target percentages, prices, and share counts.
- Review your drift See target, actual, value, and difference for each holding.
- Calculate next trades Use a contribution amount or rebalance directly to get share counts.
Simple by design. Informational by nature.
Rebalance does not provide investment, financial, tax, or legal advice. Calculations are for informational purposes only and should be reviewed carefully before placing trades.
Stock quotes are provided by Alpha Vantage and are not real-time. Data may be delayed depending on the exchange and should not be relied upon for time-sensitive trading decisions.