Item logo image for Portfolio Rebalancing

Portfolio Rebalancing

Item media 4 (screenshot) for Portfolio Rebalancing
Item media 1 (screenshot) for Portfolio Rebalancing
Item media 2 (screenshot) for Portfolio Rebalancing
Item media 3 (screenshot) for Portfolio Rebalancing
Item media 4 (screenshot) for Portfolio Rebalancing
Item media 1 (screenshot) for Portfolio Rebalancing
Item media 1 (screenshot) for Portfolio Rebalancing
Item media 2 (screenshot) for Portfolio Rebalancing
Item media 3 (screenshot) for Portfolio Rebalancing
Item media 4 (screenshot) for Portfolio Rebalancing

Overview

Rebalance your investment portfolio in seconds. Calculate exact buy and sell amounts to maintain your target asset allocation.

Portfolio Rebalancing is a powerful and easy-to-use Chrome extension designed to help you rebalance your investment portfolio with precision. Whether you are investing new money or selling assets to realign your allocations, this tool shows you exactly what actions to take to stay on target. Maintaining the right asset allocation is essential for managing risk and optimizing long-term returns. This extension simplifies portfolio rebalancing by calculating clear buy, sell, or hold actions based on your target percentages. 📊 Smart Portfolio Rebalancing - Instantly calculate how much to buy, sell, or hold for each asset - Rebalance using new contributions only, or enable selling for full rebalancing - Maintain your target asset allocation with accuracy and confidence ⚖️ Flexible Asset Allocation - Edit current asset values at any time - Set and adjust target weights for each asset - Add or remove assets easily - Lock specific assets to prevent them from being sold - Ideal for long-term holdings or tax-sensitive positions 🌍 Works With Any Currency - Currency does not matter—this extension works purely with numbers - Use it seamlessly with any currency or market worldwide - Perfect for international investors and multi-currency portfolios 📈 Portfolio Analytics & Insights - Visualize your current allocation with an interactive doughnut chart - Track your portfolio value over time with a performance line chart - Quickly identify allocation drift and rebalance when needed 🌙 Dark Mode Support - Switch to a sleek dark theme - Reduce eye strain during extended analysis sessions - Enjoy a modern, distraction-free interface Who Is This Extension For? - Long-term investors and index fund investors - Users managing diversified portfolios - Investors rebalancing 401k, ETF, or stock portfolios - International investors using any currency - Anyone looking for a simple and accurate portfolio rebalancing calculator Whether you rebalance monthly, quarterly, or annually, this extension helps you stay disciplined and aligned with your investment strategy. Why Use Portfolio Rebalancing? - Avoid emotional investing decisions - Keep risk levels consistent over time - Save time with automatic rebalancing calculations - Protect specific assets with lock controls - Make confident, data-driven investment decisions This extension focuses on clarity, speed, and accuracy—so you always know exactly what to do next. Simple, Private, and Fast - Runs directly in your browser - No account required - No data tracking - No currency configuration needed - Your portfolio data stays private Rebalance your investments with confidence and take full control of your asset allocation—Portfolio Rebalancing makes smart investing simple.

Details

  • Version
    1.0
  • Updated
    January 5, 2026
  • Offered by
    jlarribas
  • Size
    109KiB
  • Languages
    English
  • Developer
    Juan Luis Arribas
    P.º de la Castellana, 194 Chamartín Madrid, Madrid 28046 ES
    Email
    juanluis.arribas@sugerendo.com
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

The developer has disclosed that it will not collect or use your data.

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

Support

Related

Stocks

4.4

The best extension for real-time quotes on stocks, cryptocurrencies, ETFs, news, and global market data, always at your fingertips.

Stock Portfolio Tracker - Smart Investing

5.0

Track public stock portfolios and compare their performance with the S&P 500 index.

Ostrich : Cashflow Analysis for Zillow

4.7

Discover cash flowing investment properties in seconds.

Market Vibe: Stock Sentiment Insights

5.0

Get instant financial insights by analyzing news and sentiment for the current stock symbol on your browsing site.

Binance Wallet Portfolio

5.0

A professional portfolio tracker for your assets. View trends and connect your API keys to see your detailed portfolio balance.

Titov MarketSense AI

0.0

Get real-time AI-powered fundamental analysis for Forex, Crypto, and Stocks.

Rentabimmo - Simulateur Rentabilité Locative, Cashflow & LMNP

4.8

Simulateur de rentabilité locative, Cashflow et LMNP pour Leboncoin et SeLoger. Calculez vos rendements et travaux instantanément.

CashOn - Real Estate Investment Calculator

5.0

The best way to find and analyze cash flowing real estate investments

Pie Rewards Browser Extension

1.0

Earn investments as you shop!

Brikk Copilot

5.0

Tu co-piloto con IA para analizar inversiones inmobiliarias en Idealista.

Screener specter

4.7

Simplify your investment research on screener

Lot Size Calculator

4.3

Seamlessly calculate forex lot sizes in TradingView. Automate trading with instant, accurate position sizing for forex pairs.

Stocks

4.4

The best extension for real-time quotes on stocks, cryptocurrencies, ETFs, news, and global market data, always at your fingertips.

Stock Portfolio Tracker - Smart Investing

5.0

Track public stock portfolios and compare their performance with the S&P 500 index.

Ostrich : Cashflow Analysis for Zillow

4.7

Discover cash flowing investment properties in seconds.

Market Vibe: Stock Sentiment Insights

5.0

Get instant financial insights by analyzing news and sentiment for the current stock symbol on your browsing site.

Binance Wallet Portfolio

5.0

A professional portfolio tracker for your assets. View trends and connect your API keys to see your detailed portfolio balance.

Titov MarketSense AI

0.0

Get real-time AI-powered fundamental analysis for Forex, Crypto, and Stocks.

Rentabimmo - Simulateur Rentabilité Locative, Cashflow & LMNP

4.8

Simulateur de rentabilité locative, Cashflow et LMNP pour Leboncoin et SeLoger. Calculez vos rendements et travaux instantanément.

CashOn - Real Estate Investment Calculator

5.0

The best way to find and analyze cash flowing real estate investments

Google apps