Strategy
Target allocation and rebalancing
Choose a preset or define custom target weights. The analysis below compares your current allocation with the target, tolerance bands, and rebalancing actions.
No holdings have been added. Add assets under Portfolio first, then return to choose a strategy.
Historical proxy
Compare all preset backtests
Uses historical ETF prices as asset-class proxies and statically normalizes them to preset weights. This educational proxy excludes fees, taxes, and rebalancing friction and does not predict future performance.
Strategy browser
Choose a strategy
Selected strategy
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Rebalancing
| Class | Target | Current | Drift | Tolerance | Action |
|---|---|---|---|---|---|
| Total | — | — | |||
Settings
Rebalancing and time
Rebalancing trigger
Target date
Used for the glide path (not yet enabled)
Default tolerance band (±%)
A class is flagged for rebalancing when drift exceeds this value