Total Portfolio Value
Target Weight Check
Rebalance Bands
Rebalance Status
Asset Classes & Balances
Select standard asset classes or create custom ones, manage current balances and targets (Whole dollars only).
| Asset Class | Current Balance ($) | Target (%) | Actual (%) | Action (w/ Cash Flow) | |
|---|---|---|---|---|---|
|
|
Enter a positive whole dollar amount for new contributions, or negative for withdrawals.
Stress test your portfolio with hypothetical market shocks or simulate future asset values before executing trades.
📉 Market Shock Simulation
Apply a sudden percentage drop across all equity/growth holdings.
📈 Annual Growth Compound
Project portfolio growth over time using compound interest.
🔄 Simulator Controls
Reset simulated values back to your base saved balances.
Current Allocation
Actual distribution of balances.
Target Allocation
Goal distribution percentages & values.