Rebalancing manually is confusing and monitoring when to rebalance is time consuming. Rebalancer monitors your portfolio, calculates how to rebalance, and alerts you with straight-forward buy and sell actions.
Set your target allocation, view your current allocation, and get alerted when your portfolio needs rebalancing. Rebalancer automates and simplifies your portfolio tracking and rebalancing.
Manually enter your portfolio details or buy a premium subscription to automatically and securely sync your brokerage accounts
Establish each asset category's target allocation and the allowed deviation threshold. Rebalancer tracks your portfolio, daily, to see if it drifts outside of your allowed deviation threshold.
Once your portfolio drifts outside your deviation threshold, rebalancer alerts you and displays the exact buy and sell actions required to rebalance your portfolio
Rebalancing maintains a portfolio's risk and return characteristics and helps you buy low and sell high. Research indicates that frequently monitoring your portfolio for rebalancing opportunities provides the best risk-adjusted returns. Rebalancer automates and simplifies this for you.
Purchasing a Rebalancer premium subscription enables automatic account syncing. When an account is synced, Rebalancer automatically updates your investment holdings every day, eliminating manual updates. Rebalancer never stores your investment account password, and we partner with Plaid to securely sync your investment accounts.
Rebalancer never stores your investment account password. We use Argon2, winner of the 2015 Password Hashing Competition, to securely store your Rebalancer password.
Rebalancer uses the security-focused .app top-level domain. Every time you connect to rebalancer, even for the first time, the connection is only made over HTTPS and is always encrypted.
We vet each of our third-party vendors for quality and security to ensure your data is protected. Your investment portfolio information is not shared with third parties except when linking accounts.
Rebalancer scores an A+ on multiple security tests including, Mozilla Observatory, from the creators of Firefox, and the Qualys SSL Test