Rebalancing
Keep your mix honest with one-click suggestions.
Keep the mix honest
Markets drift. A 60/40 portfolio becomes 70/30 without you touching it. Rebalancing suggests exactly what to buy or sell to get back to your plan.
What it suggests
drift how far you've moved target your stated mix trades the minimum to fix it tax swap smart, not recklessly
Set it and check it
Quarterly rebalancing is the whole discipline. Ledger turns it into a two-minute to-do.