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M5 — Investor

Portfolio Allocation & Rebalancing

Define your target allocation by asset class, enter current values and discover where your portfolio has drifted from your strategy.

✓ Total: 100%

Only suggest rebalancing when drift exceeds this value. Avoids over-trading.

What does this mean?

Asset allocation is distributing your portfolio across different risk classes — Equities (growth), Bonds (stability), Cash (liquidity). Periodic rebalancing keeps risk aligned with your strategy, without becoming a costly routine.

Learn the theory

Coming soon: dedicated article.

Watch the tutorial

Coming soon: video tutorial.