PRT - Portfolio Rebalance Tool

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.

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Asset Class	Current Balance ($)	Target (%)	Actual (%)	Action (w/ Cash Flow)

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.

Time Horizon

yrs

Annual Return

🔄 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.

Portfolio Rebalance Tool

Asset Classes & Balances

Current Allocation

Target Allocation

📖 How to Use PRT

1. Choose Currency & Set Up Assets

2. Input Balances & Target %

3. Cash Flow Integration (Optional)

4. What-If Rebalance Simulator

5. Bands & Execution