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).
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| Asset Class | Current Balance ($) | Target (%) | Actual (%) | Action (w/ Cash Flow) | |
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Enter a positive whole dollar amount for new contributions, or negative for withdrawals.
Amount ($):
Order of Operations Note: Simulator scenarios are applied directly to your Current Balances. Any active Cash Flow remains additive on top of current balances for target allocations.
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.
% drop
📈 Annual Growth Compound
Project portfolio growth over time using compound interest.
yrs
%
🔄 Simulator Controls
Reset simulated values back to your base saved balances.
Current Allocation
Actual distribution of balances.
Target Allocation
Goal distribution percentages & values.
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Rebalancing Mode Note: PRT calculates trades assuming tax-advantaged accounts (like IRAs/401ks) or cash-flow-driven rebalancing (using cash deposits/dividends to purchase underweight assets). Keep tax implications in mind if rebalancing taxable brokerage accounts.