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Current Holdings
Add your asset classes, set target allocation, and enter current market values
Asset ClassTarget %Value ($)Dev
0.0%
-5.0%
+5.0%
Total Value
$100,000
Status
⚠️ Needs Rebalance
Need to Sell
$5,000
Need to Buy
$5,000
Current vs Target Allocation
Rebalance Instructions
Execute the following trades to reach your target allocation
| Asset | Current | Target | Deviation | Action | Amount |
|---|---|---|---|---|---|
| 股票 ETF | 60.0% | 60.0% | 0.0% | HOLD | - |
| 债券 ETF | 25.0% | 30.0% | -5.0% | BUY | +$5,000 |
| 现金/存款 | 15.0% | 10.0% | +5.0% | SELL | -$5,000 |