Portfolio designer, easy rebalancing & long-term tracking, of your own, personally run investments
Get insight into potential similarity & underlying theses before you invest. Design your ideal portfolio allocation visually — drag, resize and label your segments until the balance feels right.
Lock your design, enter your total investment amount, and instantly see the exact figure for every position.
Start designingPre-decision, portfolio validation — before you invest
Enter the current market value of each position and watch the chart respond in real time. The auto-generated trade amounts tell you exactly how much to buy or sell in each position to restore your ideal ratios.
No spreadsheets. No guesswork. Just clear, actionable numbers.
Try the rebalancerA lightweight but intelligent investing assistant
Track performance & profit spend as often as you like — keep on top of how much all-time profit you do, or do not have, to spend on your luxuries.
Simplifying sophisticated portfolio analysis for normal, intelligent investors
Start free, no credit card required. Subscribe when you're ready for full access.
Cancel any time — no questions asked