New Module
Allocation Targets & Rebalance
Define your ideal portfolio and get a clear plan to reach it.
Set the portfolio you want, see how far you’ve drifted, and get a concrete rebalance plan that tells you exactly what to buy or sell. Start from a built-in model or design your own by region, sector, or asset type, then export the plan and act.
See Your Drift
Instantly view how far each holding strays from target.
Rebalance Plan
Buy/sell suggestions from new cash, sells, or a smart mix.
Choose a model
Start from a built-in preset model (such as Balanced 60/40, Growth 80/20, or All Weather) or build your own target weights by asset class, industry, risk category, or region. Set targets across all accounts, a custom portfolio, or a single account.
Presets or custom
Begin from a model or define your own weights.
Any taxonomy
Target by asset class, sector, risk, or region.
See your drift
Instantly view how far each holding and category has strayed from its target. A tolerance band marks what’s in-band versus out-of-band, and the largest gaps are surfaced first.
Drift, per category
Overweight, underweight, or in-band at a glance.
Tolerance band
Set how much drift is acceptable before you act.
Get a rebalance plan
Wealthfolio suggests exactly what to buy or sell, by deploying new cash, selling overweight positions, or a smart mix of both. Choose whole or fractional shares, set a minimum trade size, and aim for the nearest band or the exact target.
Three strategies
Cash-flow only, sell to rebalance, or hybrid.
Concrete trades
Buy/sell, symbol, amount, shares, and the reason.
Export and act
Download your plan as a CSV (complete with metadata and per-trade detail) or copy it as plain text to paste anywhere. Then place the trades with your broker.
Related features
Ready to try it?
Wealthfolio is open source and local-first. Your data stays on your device.