Current value–
Total invested–
Gain / loss–
Biggest drift–
Holdings
| ETF | Units | Price (USD) | Value | Avg cost | Gain | Actual % | Target % | Drift |
|---|
Drift = actual % minus target %. Rows go amber past ±2% and red past ±5%.
Portfolio value over time
Add a deposit
Check the price and units match what your broker actually filled, then save.
| ETF | Target % | Allocated $ | Price | Units | Cost |
|---|---|---|---|---|---|
| Total spent | |||||
| Left over cash | |||||
Rebalance to target
What to buy or sell so every ETF is back exactly at its target %. Selling may trigger tax, so “Fix drift” on your next deposit is often the gentler option.
| ETF | Current $ | Target $ | Action | Units | Price |
|---|
Price chart
Target weights
US tickers, e.g. VOO, QQQ, VXUS. Weights must add up to 100%.
| Ticker | Weight % | |
|---|---|---|
| Total |
History
Add a trade manually
| Date | ETF | Side | Units | Price | Total | Note |
|---|
Welcome
Create your first portfolio to get started.