Rebalancer Pro- Investing Suite
Institutional-grade portfolio tools for individual investors. Track allocation drift, rebalance with precision, stress-test against real market crashes, and manage risk across 16 asset classes — all in one platform.Start free. No credit card required.
Stop Guessing.
Start Rebalancing With Precision.
Portfolio Rebalancer Pro gives individual investors the same risk analysis, allocation tracking, and rebalancing tools used by professional fund managers — at a fraction of the cost.
Everything You Need to Manage Like a Pro
Built with the financial rigor of institutional tools — without the $10,000/month price tag.
Allocation Drift Analysis
See exactly how far each asset class has drifted from its target. Color-coded alerts show what needs attention before it becomes a problem.
Smart Rebalancing Engine
Get precise buy/sell orders with estimated tax impact and transaction costs. Execute with confidence — no guesswork, no spreadsheets.
Risk Metrics Dashboard
Sharpe ratio, Sortino ratio, max drawdown, portfolio beta, CVaR, and correlation matrix — the full picture of your portfolio's true risk.
16 Asset Class Coverage
From US Large Cap to Crypto, Private Equity to TIPS — model every corner of your portfolio with institutional-grade precision.
Strategy Comparison
Compare Conservative, Moderate, Aggressive, and Dynamic strategies side by side. Know exactly what return and volatility tradeoff you're making.
Multi-Portfolio Aggregation
Manage IRA, 401k, taxable accounts, and more in one dashboard. See your true net allocation across all accounts simultaneously.
Four Powerful Add-Ons Included
No hidden fees. Every subscriber gets access to all four advanced modules.
Portfolio Construction Wizard
Answer 4 questions about your capital, risk tolerance, time horizon, and market concern — get a fully tailored allocation with bear/base/bull projections.
Stress Test Engine
Replay your portfolio through 5 real crashes: 2008 GFC, Dot-com bust, COVID, 1987 Black Monday, and the 2022 rate hike cycle.
Market Intelligence
Regime detector showing current market cycle probabilities. Full asset class screener with momentum, valuation, and regime-adjusted signals.
Drawdown Recovery Analyzer
Understand how your portfolio would recover from a major drawdown and which assets help you bounce back fastest.
Simple, Transparent Pricing
No contracts. No hidden fees. Cancel anytime. Start free — no credit card required.
- All 6 core modules
- All 4 Intelligence add-ons
- Up to 5 portfolios
- 16 asset classes
- No credit card required
- Everything in Free Trial
- Unlimited portfolios
- Priority support
- Regime & screener updates
- Cancel anytime
- Everything in Monthly
- 2 months free vs monthly
- Early access to new features
- Annual strategy review call
- Priority email support
Built by an Investor. Used by Investors.
Designed with real financial market knowledge to build tools nobody else thought to create.
"I've tried three other portfolio tools. This is the only one that gives me the correlation data and systemic risk breakdown I actually need to sleep at night."
"The stress test module alone is worth the subscription. Seeing how my portfolio would have performed in 2008 changed how I think about risk allocation."
"The Portfolio Wizard built my entire allocation in 2 minutes. Then I ran a stress test. I rebalanced the same day. This tool pays for itself."