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PortfolioLift
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How To Use
Guides for every page
About PortfolioLift
What this tool does
Data Sources
FMP, OpenAI, Redis
Authentication coming in next update
NEURAL CORE V4.8 — ALL SYSTEMS OPERATIONAL
TOOLS

REBALANCE ENGINE

Calculate exact trades needed to reach your target allocation

The Rebalance Engine takes your current holdings and target weights, fetches live prices, and calculates the exact number of shares to buy or sell for each position to reach your desired allocation.
STEPS
  1. 1Enter your current share count for each position.
  2. 2Set your target weight % for each ticker — they should sum to 100%.
  3. 3Optionally enter any additional cash you have available to deploy.
  4. 4Click CALCULATE TRADES to get exact buy/sell orders.
  5. 5Always sell first to free up cash, then buy.
CURRENT HOLDINGS
Enter shares you own and your target weight for each position
TICKERSHARESTARGET %
%
%
%
100.0% allocated
💵 AVAILABLE CASH ($)
Additional cash to deploy in buy orders
⚖️
REBALANCE ENGINE
Enter your holdings and target weights, then click Calculate Trades