Enter the ticker for each row (e.g. VGT, CSPX.L). *.L tickers are queried as *.LON.
You can reorder portfolio items by using the up/down arrows or by dragging the grip handle on the right side of each row.
Ticker
Sell
Shares
Price
Current %
Current $
Target %
Target $
Buy/Sell
Cost
Resulting %
Delete
Move
58.54%
$213,058.00
$230,364.00
24
$16,656.00
59.83%
10.06%
$36,608.00
$34,554.60
0
$0.00
9.53%
4.86%
$17,685.00
$19,197.00
3
$1,179.00
4.91%
5.34%
$19,448.00
$19,197.00
0
$0.00
5.07%
4.57%
$16,646.00
$19,197.00
16
$928.00
4.58%
2.82%
$10,275.00
$11,518.20
16
$1,200.00
2.99%
1.78%
$6,480.00
$11,518.20
0
$0.00
1.69%
12.02%
$43,740.00
$38,394.00
0
$0.00
11.39%
Sum:100%
Current portfolio
$363,940.00
After investing
$383,940.00
Cash used
$19,963.00
Leftover cash
$37.00
Max drift vs target
1.39%
Shopping list
CSPX.LBuy 24 × $694.00 = $16,656.00
VCRBuy 3 × $393.00 = $1,179.00
USRTBuy 16 × $58.00 = $928.00
BNDBuy 16 × $75.00 = $1,200.00
Note: Sells are suggested only for rows where Sell? is checked. A small drift may remain due to whole‑share constraints and your tolerance.
How price fetching works
Click Fetch prices to query Alpha Vantage for all rows. Enter the ticker for each row (e.g., CSPX.L, VGT). *.L tickers are automatically queried as *.LON.
If Alpha Vantage rate limits, try again after a short time or reduce the number of symbols.
All prices must be in the same currency; FX conversions are not handled in this version.
Disclaimer: For planning only — not investment advice. Double‑check prices and trade costs before executing.