Portfolio rebalancing tool
Set target allocations for each holding, monitor drift, and get buy/sell recommendations to return to target. Rebalance across multiple brokers and accounts.
- Set target weight per holding or asset class
- See current vs target drift at a glance
- Get specific buy/sell recommendations
- Simulate with new cash to rebalance without sales
- Works across consolidated portfolios
Everything you need
Target weights
Set a target percentage for each holding or asset class. Define the tolerance band that triggers rebalancing.
Drift analysis
See which holdings have drifted from their targets by how much, prioritised by the size of the drift.
Buy/sell recommendations
Get specific trade recommendations to return to target, with amounts in AUD, USD, or your preferred currency.
Cash injection simulation
Simulate how new contributions could rebalance your portfolio without triggering CGT on sales.
How it works
Import your portfolio
Bring in transactions from every broker. TrackMyShares consolidates into a single view across accounts.
Set target weights
Define the target percentage for each holding or asset class. Examples: 40% international, 30% Australian, 20% bonds, 10% cash.
Rebalance with recommendations
Review the drift and see buy/sell recommendations. Execute through your broker when ready.
Why rebalance with TrackMyShares?
- Target-based rebalancing for disciplined allocation
- Tax-efficient rebalancing with new cash first
- Multi-broker consolidation
- Supports SMSF and consolidated portfolios
- Integrates with CGT and tax-loss harvesting views
Frequently asked questions
- What is portfolio rebalancing?
- Rebalancing returns your portfolio to its target allocation when drift exceeds a tolerance. It's a risk-control discipline that also enforces a subtle sell-high, buy-low behaviour.
- Does TrackMyShares execute trades?
- No. TrackMyShares is a tracker and recommendation tool. Execute the recommended trades through your chosen broker.
- Can I rebalance with new contributions?
- Yes. The cash injection simulation shows how your next contribution could be directed to the underweight asset to reduce drift without triggering sales.
- What about tax cost of rebalancing?
- Rebalancing via sales triggers CGT. The tax-loss harvesting view lets you pair rebalancing sells with loss-harvesting sells to minimise net tax impact.
- Is this available on the free trial?
- Yes. All Pro plan features including rebalancing are available during the 7-day free trial.
Ready to take control of your portfolio?
Take control of your investments with a portfolio tracker built for investors across US and Australian markets.