Allocation
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
ETF info
Fee and fund details are saved in your database (edit any cell and it saves). Returns, risk and dividend yield are worked out live from price history, with dividends reinvested. Returns already include each ETF's fee. This is information, not financial advice.
| ETF | Name | Expense ratio | Div yield | 1Y | 3Y /yr | 5Y /yr | 10Y /yr | Volatility | Worst drop | Since | Notes |
|---|
Compare portfolios
Type weights like VOO 60, QQQ 40. Backtest uses monthly prices, rebalanced to your weights each month, over the period all ETFs existed.
| Portfolio | Return /yr | Volatility | Worst drop | Return/risk | Expense ratio | Div yield | Invested | Final value |
|---|
Find the best weights
Pick the ETFs; it tests every mix and shows the top 5 for each goal. The past winner is often not the future winner – look for mixes that rank well on more than one goal.
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.