About

Multi-account exposure-based cost-minimizing rebalancing

Calculate an optimal set of transactions in your investment portfolio to achieve the desired asset allocation, considering both individual assets and broader exposures (e.g., asset classes, styles, regions, strategies) while respecting additional allocation and transaction constraints.

Complete privacy and security

Everything is stored encrypted and only you can decrypt your data. No tracking. No personal data collection. Portfolio calculations are performed in an anonymized and scaled form, so it is impossible to determine actual assets and size of your portfolio. Instead of promising not to share your data, I just have nothing to share or to leak (even passwords).

Straight and square pricing

You know all the costs and limits beforehand. There will be no charges you did not explicitly authorize, no sudden price increases, no dark patterns, no marketing calls and emails.

Human-readable portfolio specification language

Define and view your desired portfolio composition on one page, without numerous complex and laggy UI forms. See examples and the reference guide.

API access

If you run a portfolio tracking service, provide advanced rebalancing capabilities to your customers.

Try for free (single step sign-up, no personal data, no email, no credit card required).

User Interface

Editor

Portfolio specification.

The hint pane, to remind you
of the spec syntax.

Rebalancing transactions.

Auto-calculated fees.

Your rebalancing expenses and total volume of transactions,
in portfolio currency.

Errors and warnings.

Click here to navigate
to the relevant place in the spec.

Statistics

Statistics pane.
Shows positions in your portfolio before and after rebalance
with their values in portfolio currency.

The Allocation section shows position aggregates
with their allocation rules.

Significant deviations from targets,
as well as violations of constraints, are highlighted.

Charts

The Charts pane shows asset allocation diagrams
by tag group, account (if several), asset,
and position aggregate with defined rules,
before and after rebalace.

Open Legend to see how different allocation rules
are shown in the diagrams.

When you edit transactions, the resulting allocation
gets immediately reflected in the Charts (and Statistics) pane.

Roadmap

• Tax modelling, calculation and optimization.
• Market data integration and portfolio analysis.
• Custom datasets and scratchpads for portfolio and other financial calculations.
• Taking into account long-term costs of allocation.
• Prospective asset allocation modelling and financial planning.

Pricing

Compute prices

Computational resources required to process a rebalancing request are estimated in complexity points (CP).

The complexity of a request is calculated as follows:

• Each possible position — +1pt.
• Each possible transaction — +1pt.
  • Minimum transaction amount — +1pt.
  • Fixed and/or variable transaction fee — +1pt for all.
  • Setting minimum/maximum transaction fee — +1pt for each element.
• Setting fixed minimum/maximum position/aggregate value (except min=0) — +1pt.
• Setting limit on a group of transfer transactions — +1pt.
• Any other constraint or target for assets — +2pt.

License types