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Portfolio Value
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Max Drift
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Rebalances Done
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Last Rebalance
Overview
Target Allocation
Analyze & Rebalance
📈 Backtest
History
📊 Current vs Target Allocation
Set a target allocation to see drift analysis here.
💼 Your Holdings (Manual Entry)
Values in USD
📋 Preset Templates
Or build a custom allocation below →
⚙️ Target Allocation
0%
Rebalance Settings
Alert when any asset drifts by this % from target
Auto-Rebalance (Elite)
Automatically execute when drift threshold hit
Enter your holdings in the Overview tab and click Analyze Portfolio to see detailed drift analysis and rebalance recommendations.
🧪 Backtest Settings
Uses your current holdings and target allocation. Simulates 12 months of periodic rebalancing (May 2024 – May 2025) vs. buy-and-hold.
⛽ Gas Cost Estimator
Estimates gas + slippage costs for your last analyzed rebalance trades. Run an analysis first.
📚 Rebalance History
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