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A privacy-focused portfolio rebalancing tool that helps you optimize your investment allocation across asset classes. Calculate where to invest new money to maintain your target portfolio balance.

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Blacksmoke16/rebalancer

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Portfolio Rebalancer

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A privacy-focused portfolio rebalancing tool that helps you optimize your investment allocation across asset classes. Calculate where to invest new money to maintain your target portfolio balance.

Key Features

  • Portfolio Analysis: View current vs target allocation across all your asset classes and accounts
  • Rebalancing Recommendations: Get precise dollar amounts for where to invest new money
  • Responsive Design: Works perfectly on desktop and mobile devices
  • Privacy First: All data is stored locally in your browser - nothing is sent to servers
  • Real-time Calculations: Instant updates as you modify your portfolio or investment amounts

Development

Prerequisites

  • Node.js 22+
  • npm

Getting Started

# Clone the repository
git clone https://github.com/Blacksmoke16/rebalancer.git
cd rebalancer

# Install dependencies
npm install

# Start development server
npm run dev

# Open http://localhost:5173 in your browser

License

MIT

Contributors

ko-fi

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A privacy-focused portfolio rebalancing tool that helps you optimize your investment allocation across asset classes. Calculate where to invest new money to maintain your target portfolio balance.

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