Portfolio-Rebalancer

By Parqet

currentDistribution

targetDistribution

settings

rebalanceMode

rebalanceModeDesc

tableColNametableColValuetableColWeighttableColTargetWeighttableColTargetValuetableColAction
 
$
50.00%
%
$1,200.00actionSell $1,800.00
 
$
33.33%
%
$1,200.00actionSell $800.00
 
$
16.67%
%
$3,600.00actionBuy $2,600.00
portfolioValue:$6,000.00
100.00%
newCapitalRequired:$0.00
Parqet Logo parqetImportButton
newPortfolioValue:$6,000.00