Total Portfolio
$0
Weighted Actual ROI
—
Weighted Target ROI
—
ROI Gap (Target − Actual)
—
Assets
Enter each asset with its current value, actual ROI and target allocation %. The tool auto-calculates current allocation %, target value and rebalancing actions.
| Asset / Description | Asset Class | Current Value ($) | Current Alloc % | Actual ROI % | Target ROI % | Target Alloc % | Target Value ($) | |
|---|---|---|---|---|---|---|---|---|
| Total Assets | $0 | 100% | — | — | — | — | ||
| Total Actual Returns | — | Current Value × Actual ROI % | ||||||
| Total Target Returns | — | Target Value × Target ROI % | ||||||
Reallocation Guidance
Based on your target allocation %, the table shows exactly how much to buy or sell for each asset, and the ROI improvement needed.
| Asset | Class | Current ($) | Target ($) | Action | Actual ROI | Target ROI | ROI Gap |
|---|
Summary by Asset Class
Aggregated view of your portfolio grouped by asset class.
| Asset Class | Total Value ($) | Current Alloc % | Target Value ($) | Target Alloc % | Wgt Actual ROI | Wgt Target ROI | ROI Gap |
|---|---|---|---|---|---|---|---|
| Total | $0 | 100% | — | — | — | — | — |
Liabilities (optional)
Add any outstanding liabilities to calculate net worth.
| Liability / Description | Type | Outstanding ($) | Interest Rate (%) | |
|---|---|---|---|---|
| Total Liabilities | $0 | Wtd avg: — | ||
Important Disclaimer: This analysis is for illustrative purposes only and does not constitute financial or investment advice.
Asset values, ROI figures and allocations are based on information provided and may not reflect market conditions or product terms.
Past performance is not indicative of future results. Consult a licensed financial adviser before making investment decisions.