About

Intro

This service helps you to calculate an optimal set of transactions in your investment portfolio to achieve the desired asset allocation.

You specify

accounts and positions,
exposures (to asset classes, sizes, styles, regions, industries...) of assets (optionally),
transaction fees and limits,
desired allocation for position aggregates (accounts, assets, asset classes...) as (maybe several of):
- fixed amount (value or quantity),
- target amount (value, quantity or percentage of another aggregate),
- soft and hard minimum and maximum value, quantity or percentage of another aggregate;

and get a list of buy, sell and transfer transactions to achieve an allocation satisfying this rules in a cheapest way.

Your data is completely private. Portfolio specifications are sent for calculation in an anonymized and scaled form, so it is impossible to determine actual assets and size of your portfolio. Everything is stored encrypted and only you can decrypt your data.