Current Distribution
Target Distribution
Settings
Rebalancing Mode
Do you want to deploy new capital or only rebalance existing capital?
| Holding Name | Current Value ↓ | Current Weight | Target Weight | Target Value | Action | |
|---|---|---|---|---|---|---|
$ | 50.00% | % | $1,200.00 | Sell $1,800.00 | ||
$ | 33.33% | % | $1,200.00 | Sell $800.00 | ||
$ | 16.67% | % | $3,600.00 | Buy $2,600.00 | ||
Portfolio Value:$6,000.00 | New Capital required:$0.00 | |||||
New Portfolio Value:$6,000.00 | ||||||