Optimize Your Entire Portfolio
Across Every Account

Fidelity, Vanguard, Schwab, ETrade, Roth, Traditional, Taxable. Get exact buy/sell recommendations across all accounts, plus tax-aware asset location and Monte Carlo projections, without connecting your accounts.

📄 View Sample Report Generate Your Report →
🛡️ 100% safe  ·  Upload your portfolio config, we return your report, nothing is stored.

Works with Your Brokerage

Export a positions CSV from any of these brokers and upload it to the wizard — no account connection required.

f Fidelity
S Schwab
V Vanguard
E* E*TRADE
ME Merrill Edge
IB IBKR
JPM J.P. Morgan
W Webull
tt tastytrade
ally Ally Invest

Two Report Types

Choose based on what you need — both run in under 30 seconds.

⚖️
Quick Rebalancing Report
  • Exact buy/sell amounts per account, multi-session sequenced
  • Tax-aware asset placement across all account types
  • STCG/LTCG cost on every recommended trade
  • ETF overlap and concentration detection
  • Before/after snapshot of every holding
📊
Full Report
  • Everything in Rebalance Report
  • Net worth: investments + real estate + other assets
  • Risk capacity score vs. your current allocation
  • 5-year performance vs. SPY and your target blend
  • Monte Carlo: 1,000 simulated paths to retirement
  • 5- and 10-year compound growth projections

Inside the Report

Real output from the engine — every table, chart, and recommendation explained in plain English.

Concrete buy & sell suggestions per account
Action plan showing exact buy amounts per account
Clear Action Plan
Exact buy and sell amounts broken down by account, no ambiguity about what to execute where.
Swap suggestions for better placement
Trade detail table with tax category and plain-English reasoning
Per-Trade Tax & Reasoning
Each trade shows its tax category (STCG, LTCG, or free) and a plain-English explanation of why the engine chose it.
Asset weight analysis
Individual asset weights showing overweight and underweight positions
Individual Asset Weight Tracking
Every ticker mapped to its target (overweight, underweight, or in-line), with the drift in percentage points.
Performance of your asset mix: source vs. target
Portfolio performance index benchmarked against target and S&P 500
Personalized Portfolio Index
Your actual blend vs. your target vs. the S&P 500, showing how your allocation has tracked historically.

Get Your Rebalancing Report in Minutes

Upload CSV exports from brokerage accounts and get a full rebalancing report — no account connection, no manual data entry.

🧙
Import Wizard — Generate Your Report from Any Brokerage CSV
Upload files from multiple brokers or accounts and label them (e.g. Mine / Spouse) to keep them separate in report.

No need to connect to your brokerage account — just export a CSV from your broker's website and bring it here.
🚀 Launch Wizard

Need help? See the User Guide for a full field reference and advanced options.