Portfolio Rebalancer
Calculate exactly how many shares to buy to reach your target allocation. Simply enter your targets, current holdings, and the amount you want to invest (DCA).
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The Power of Rebalancing
Rebalancing forces you to stick to your strategy: you sell what's gone up too much and buy what's lagging. It's counterintuitive, but it works.
According to experts, rebalancing can reduce portfolio volatility while maintaining returns.
Smart DCA: Avoid Fees & Headaches
Traditional rebalancing often involves selling winning assets, which triggers taxable events and trading fees. It can be emotionally difficult to sell your winners.
The Pactol Solution
Pactol's 'Buy Only' mode solves this. By directing your monthly contributions (DCA) exclusively to underweight assets, you naturally rebalance your portfolio without selling anything. This is the most tax-efficient way to maintain your strategy.