Demonstrations · Interactive execution
Keep my portfolio at its target allocation
Change the inputs and inspect the exact result. No brokerage is connected and no order can be sent from this page.
Illustrative portfolio · deterministic calculation
Keep my portfolio at its target allocation
Set target weights, cash reserve and a drift band. Only named holdings can be traded; omitted holdings remain held.
Portfolio
$100,000
Cash before
$8,000
Proposed orders
1
Cash after
$8,000
| Symbol | Price | Target % |
|---|---|---|
| NVDA | $150 | |
| VTI | $250 | |
| BND | $72 |
Example prices are fixed for reproducibility and are not current quotes. Nothing on this page can send or queue an order.
Exact unsigned preview
| Order | Notional |
|---|---|
| SELL 67 NVDA30.0% → 20% | $10,050 |
Continue to restore this setup disabled. Connected holdings and current quotes are compared before a new preview. Live submission always requires separate review and consent.