Generate Your Rebalancing Report
Have a saved config? Upload it to generate your report instantly. Starting fresh? The wizard imports your holdings from your broker export.
I have a config file
Upload your saved portfolio config from a previous session to generate a new report — no re-entry needed.
Start fresh
Import from your broker export and answer a few questions to build your portfolio config in minutes.
📄 Upload your portfolio config
Drag & drop, or click to browse
.yaml file saved from a previous session
Supported Broker / Source Exports
Fidelity
Schwab
Vanguard
E*TRADE
Merrill Edge
IBKR
J.P. Morgan
Webull
tastytrade
Ally Invest
Position Export (CSV) from your brokerage
Drag & drop a CSV file, or click to browse
Fidelity · Schwab · Vanguard · E*TRADE · Merrill · IBKR · Format auto-detected · Upload one file at a time
About You
No — protect taxable accounts
Target Allocation
Stocks & Equity — target 85%
Total: 0%
Bonds — target 15%
Total: 0%
Real Estate (optional)
Review Your Portfolio
Everything looks right? Click Generate Report. Need to change something? Go back and adjust your inputs or add / remove CSV files.
Initialising…
Your Report is Ready
Download your PDF report below. Save your portfolio config to skip the wizard next time.
Next time, upload this config at the gate to skip the wizard entirely.