SYTO: Portfolio Rebalancer

0.5%

Enter the exact Alpha Vantage ticker for each row (e.g. VGT, CSPX.L). No ticker mapping is performed.

You can reorder portfolio items by using the up/down arrows or by dragging the grip handle on the right side of each row.

Ticker
Sell
Shares
Price
Current %
Current $
Target %
Target $
Buy/Sell
Cost
Resulting %
Delete
Move
  • 58.54%
    $213,058.00
    $230,364.00
    24
    $16,656.00
    59.83%
  • 10.06%
    $36,608.00
    $34,554.60
    0
    $0.00
    9.53%
  • 4.86%
    $17,685.00
    $19,197.00
    3
    $1,179.00
    4.91%
  • 5.34%
    $19,448.00
    $19,197.00
    0
    $0.00
    5.07%
  • 4.57%
    $16,646.00
    $19,197.00
    16
    $928.00
    4.58%
  • 2.82%
    $10,275.00
    $11,518.20
    16
    $1,200.00
    2.99%
  • 1.78%
    $6,480.00
    $11,518.20
    0
    $0.00
    1.69%
  • 12.02%
    $43,740.00
    $38,394.00
    0
    $0.00
    11.39%
Sum:100%
Current portfolio
$363,940.00
After investing
$383,940.00
Cash used
$19,963.00
Leftover cash
$37.00
Max drift vs target
1.39%
Shopping list
  • CSPX.LBuy 24 × $694.00 = $16,656.00
  • VCRBuy 3 × $393.00 = $1,179.00
  • USRTBuy 16 × $58.00 = $928.00
  • BNDBuy 16 × $75.00 = $1,200.00
Note: Sells are suggested only for rows where Sell? is checked. A small drift may remain due to whole‑share constraints and your tolerance.
How price fetching works
  • Click Fetch prices to query Alpha Vantage for all rows. Enter the exact ticker for each row (e.g., CSPX.L, VGT). No mapping is performed.
  • If Alpha Vantage rate limits, try again after a short time or reduce the number of symbols.
  • All prices must be in the same currency; FX conversions are not handled in this version.
Disclaimer: For planning only — not investment advice. Double‑check prices and trade costs before executing.