Portfolio Rebalancing Calculator Steps

• 1. Pick your portolfio rebalancing algorithm:
  • - Equal Dollar Weight
  • - Equal Volatility Weight
  • - Heirarchical Risk Parity
  • - Custom
• 2. Input your current holdings (and desired weight if custom selected in step 1). Mark 'Cash' to add a cash balance.
• 3. Select your rebalance frequency (optional).
• 4. Click Rebalance.
• 5. Reference the Buy/Sell quantity in the Trade Blotter for placing your rebalancing trades. CSV export available.
• 6. Bask in your equilibrium. 😮‍💨

Check out our blog post How to Rebalance Your Portfolio to learn more.