Rebalancer
Define sector targets, see drift, and generate tax-aware trade lists.
Frequency & Constraints
Tax-aware
Target allocations
Communication Services%
Consumer Cyclical%
Consumer Defensive%
Energy%
Financials%
Healthcare%
Industrials%
Technology%
Utilities%
Allocation Drift
Communication Services0.0% / 5.0% target · drift -5.00%
Consumer Cyclical0.0% / 10.0% target · drift -10.00%
Consumer Defensive0.0% / 10.0% target · drift -10.00%
Energy0.0% / 5.0% target · drift -5.00%
Financials0.0% / 15.0% target · drift -15.00%
Healthcare0.0% / 15.0% target · drift -15.00%
Industrials0.0% / 5.0% target · drift -5.00%
Technology0.0% / 30.0% target · drift -30.00%
Utilities0.0% / 5.0% target · drift -5.00%
Rebalance Trades
No trades required.