Protecting your privacy: Nothing you enter here is saved. This tool calculates your
rebalancing comparison in real time and hands you a PDF and an Excel file to keep — once you've
downloaded them, that's your only copy. We don't store your holdings, your risk profile, or anything
you type into this page, and we can't retrieve it for you afterward if you close the page before
downloading. If you need to redo this later, you'll need to enter your details again from scratch.
Wording pending final legal review. This tool shows the arithmetic to match a published model
portfolio — it is not a personal recommendation to buy or sell anything. This tool assumes the holdings
you enter below are your entire investment portfolio. It does not know about, and cannot
account for, any other investments you hold elsewhere — a full review of your complete financial picture
is beyond what this tool (and this site) offers; consider a regulated financial adviser for that.
Automatic Rebalancing Tool
Reminder: nothing you've entered on this page is saved anywhere. Download your PDF and/or Excel
file below before you leave — once you close this page, this session's figures can't be recovered.
