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Balance Invest
Know exactly what to buy or sell to rebalance your portfolio
13 followers
Know exactly what to buy or sell to rebalance your portfolio
13 followers
Balance helps you rebalance your investment portfolio without spreadsheets or guesswork. Set your target allocation, and Balance tells you exactly what to buy or sell on your next contribution — factoring in CDI rates, fixed income, and cash balance automatically. Built for investors who want a clear, automated approach to staying diversified — no more manual math every time you invest.
Would love to see a tax-loss harvesting layer for the US side, flagging lots that could be swapped for a similar asset to reduce realized gains. Even a basic suggestion mode would help since rebalancing often triggers taxable events that the current flow ignores.
Love the simplicity of just setting a target and getting clear buy or sell steps. One thing that would help me a lot: add a quick projection showing how each rebalance would impact my expected return and risk, so I can decide if a small drift is worth leaving alone or worth fixing now.
finally something that does the rebalance math for me, the part where it factors in CDI and cash balance automatically is honestly the most useful piece.
finally something that does the math for me on contributions, super helpful for keeping my allocation on track without opening a spreadsheet every time.
honestly the target allocation setup is super clean, and i love that it factors in my CDI rates automatically when suggesting what to buy next
finally a tool that skips the spreadsheet ritual, set my target allocation and it just told me what to buy on my next contribution, loved that it pulls in CDI rates automatically