About rebalance.tools

How-to

This app tells you how to rebalance your assets.

You can use an existing yahoo finance portfolio and import it here.
Then define your banks and accounts to set an amount on each account that you would like to invest.
For each symbol, you can then define one Label, such as

Short_term
or
Long_term
for example.
If you define a strategy such as
Short_term
: 50 and
Long_term
: 50, the app will tell you which symbol to buy.
There is no connexion with any bank, so you need to tell the app when the order is resolved.

Features

Done

Doing

    To Do

    Technical

    Rust for the backend, Svelte for the front (and SvelteKit as a proxy backend)