rebalancR
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Welcome to rebalancR!
rebalancR will help you maintain a portfolio and occasionally rebalance
it. Choose a portfolio based on its level of risk, to see how many of
what securities to buy to start off. Tell rebalancR how many shares you
own, of each security in your chosen portfolio. Come back once in a
while to adjust how many shares you have; rebalancR will take care of updating
the price of the securities.
The important part is then to "check alignment". This means that
rebalancR will check how well your current holdings align with your chosen
portfolio. If it's out of alignment, rebalancR will make recommendations
of which securities to buy and sell, to get back into alignment. Come
back once in a while to update your holdings, and see how they now align.
IMPORTANT NOTE: This advice is strictly for the purpose of
rebalancing. It is explicitly not advice on the future
performance of any particular security!
Other features being considered include mainly automatic emails when your
holdings are out of balance. (At this time we don't use your email for
anything!)