Portfolio Rebalancer

Let's get you rebalanced

Upload your two files and we'll show you exactly what to buy and sell.

⚙

Step 1

Bucket goals

Your target allocation as a JSON file. This defines what percentage you want in each fund.

Choose file

📄

Step 2

Vanguard CSV

Download from Vanguard → Account → Holdings → Download. Shows what you currently hold.

Choose file