Rebalancing
Portfolio rebalancing plan
Allocate new cash across ETFs using your own target weights. Update shares or prices to match your broker statement.
1. Review holdings
Shares + prices
2. Set targets
Weights per ETF
3. Get trades
Whole-share plan
How it works
Whole-share allocation
The planner recalculates your total portfolio value by combining current holdings with new cash. It then distributes that total to each ETF based on the target weights and rounds to whole shares.
Strategy tip
Balance the mix
Choose weights that match your risk tolerance. If you want broader diversification, add bonds, cash, or alternatives before executing trades.
Cash & settings
Allocate fresh capital with target weights
Use target weights to split your cash across ETFs. Update current holdings and prices to match your broker, then review the rounded share recommendations.
Target weight total
100.1%
Weights must total 100%.
Current holdings
Portfolio inventory
| Ticker | Asset class | Shares | Price (EUR) | Value | Actions |
|---|---|---|---|---|---|
€20,747.10 | |||||
€10,855.98 | |||||
€7,457.73 | |||||
€15,631.20 | |||||
€6,980.31 | |||||
€24,525.31 |
Target allocation
Target weights
Creates a matching holding row with 0 shares.
Recommended trades
Suggested share purchases
Budget used
€57,462.44
Cash remaining: €37.56
| Ticker | Action | Shares | Cost (EUR) | Target vs achieved | Notes |
|---|---|---|---|---|---|
| SXR8.DE | BUY | 22 | €13,831.40 | 24.1% → 24.1% | On target after rounding. |
| IJH | BUY | 82 | €7,237.32 | 12.6% → 12.6% | On target after rounding. |
| ZPRR.DE | BUY | 80 | €5,013.60 | 8.7% → 8.7% | On target after rounding. |
| XSX6.DE | BUY | 69 | €10,370.70 | 18.1% → 18.1% | On target after rounding. |
| XXSC.DE | BUY | 68 | €4,608.36 | 8.1% → 8.1% | On target after rounding. |
| IS3N.DE | BUY | 430 | €16,401.06 | 28.5% → 28.5% | On target after rounding. |
Total portfolio value
€143,697.63
Includes current holdings and planned cash allocation.
Current exposure
€86,197.63
Update the holdings table to match your broker statement.
Cash remaining
€37.56
Unused cash after rounding to whole shares.