Portflow

Portfolio Rebalancing Tool

Enter your current portfolio holdings and desired allocation percentages to get step-by-step rebalancing instructions.

Current Portfolio

Enter your current holdings and desired allocation

Display Currency:

USDILS

1 USD = 3.650 ILSUsing fallback rate

Group by Company:

Group by Stock:

Group by Category:

Apple Inc. (Fidelity)
Tech Stocks

$5,000.00 (0.0%)

Asset Name

Stock Symbol

Investment Company/Bank

Asset Category

Current Value

Fixed Asset

Desired Allocation (%)Current: 0.0%

Microsoft Corp (Robinhood)
Tech Stocks

$3,000.00 (0.0%)

Asset Name

Stock Symbol

Investment Company/Bank

Asset Category

Current Value

Fixed Asset

Desired Allocation (%)Current: 0.0%

Apple Inc. (Robinhood)
Tech Stocks

$2,000.00 (0.0%)

Asset Name

Stock Symbol

Investment Company/Bank

Asset Category

Current Value

Fixed Asset

Desired Allocation (%)Current: 0.0%

Total Portfolio Value:$0.00 USD

Total Desired Allocation:100.0%

Rebalancing Plan

Your personalized steps to achieve optimal allocation

Enter your portfolio details and click "Calculate Rebalance" to see instructions.

Portfolio Rebalancing Tool

Apple Inc. (Fidelity)Tech Stocks

Microsoft Corp (Robinhood)Tech Stocks

Apple Inc. (Robinhood)Tech Stocks

Apple Inc. (Fidelity)
Tech Stocks

Microsoft Corp (Robinhood)
Tech Stocks

Apple Inc. (Robinhood)
Tech Stocks