Portfolio Rebalancing

About

Portfolio Rebalancing is a powerful and easy-to-use Chrome extension designed to help you rebalance your investment portfolio with precision. Whether you are investing new money or selling assets to realign your allocations, this tool shows you exactly what actions to take to stay on target.

Maintaining the right asset allocation is essential for managing risk and optimizing long-term returns. This extension simplifies portfolio rebalancing by calculating clear buy, sell, or hold actions based on your target percentages.

📊 Smart Portfolio Rebalancing

- Instantly calculate how much to buy, sell, or hold for each asset
- Rebalance using new contributions only, or enable selling for full rebalancing
- Maintain your target asset allocation with accuracy and confidence

⚖️ Flexible Asset Allocation

- Edit current asset values at any time
- Set and adjust target weights for each asset
- Add or remove assets easily
- Lock specific assets to prevent them from being sold
- Ideal for long-term holdings or tax-sensitive positions

🌍 Works With Any Currency

- Currency does not matter—this extension works purely with numbers
- Use it seamlessly with any currency or market worldwide
- Perfect for international investors and multi-currency portfolios

📈 Portfolio Analytics & Insights

- Visualize your current allocation with an interactive doughnut chart
- Track your portfolio value over time with a performance line chart
- Quickly identify allocation drift and rebalance when needed

🌙 Dark Mode Support

- Switch to a sleek dark theme
- Reduce eye strain during extended analysis sessions
- Enjoy a modern, distraction-free interface

Who Is This Extension For?

- Long-term investors and index fund investors
- Users managing diversified portfolios
- Investors rebalancing 401k, ETF, or stock portfolios
- International investors using any currency
- Anyone looking for a simple and accurate portfolio rebalancing calculator

Whether you rebalance monthly, quarterly, or annually, this extension helps you stay disciplined and aligned with your investment strategy.

Why Use Portfolio Rebalancing?

- Avoid emotional investing decisions
- Keep risk levels consistent over time
- Save time with automatic rebalancing calculations
- Protect specific assets with lock controls
- Make confident, data-driven investment decisions

This extension focuses on clarity, speed, and accuracy—so you always know exactly what to do next.

Simple, Private, and Fast

- Runs directly in your browser
- No account required
- No data tracking
- No currency configuration needed
- Your portfolio data stays private

Rebalance your investments with confidence and take full control of your asset allocation—Portfolio Rebalancing makes smart investing simple.