How to Use the Rebalancing Calculator
Combine US stocks, Korean stocks, US ETFs, and Korean ETFs — then rebalance with individual or group portfolios
Individual Portfolio Management
Create a Portfolio
Create a new portfolio with the + button at the top. Choose a US preset like S&P 500/All Weather/Dividend Growth or a Korean ETF/stock preset for auto-configured holdings and weights. You can also build your own from scratch.
Enter Investment Cash
Enter the cash available for rebalancing. Use quick buttons (+1M, +100M KRW, etc.) for fast setup, or enter the amount manually.
Add Holdings & Enter Quantities
Use the Add Holding button to search and add US stocks, Korean stocks, US ETFs, and Korean ETFs. Enter your quantities — US holdings auto-apply USD prices and exchange rates, while Korean holdings use KRW prices.
Adjust Target Weights
Adjust each holding's target weight (%) with sliders. Tap the lock icon to fix a holding's weight — the remaining holdings will auto-redistribute.
Review Rebalancing Results
Buy/sell quantities are auto-calculated based on target weights. Check dividend and tax info in the Portfolio Summary tab, and compound growth simulations in the Asset Growth Projection tab.
Manage Portfolios
Create multiple portfolios to manage different strategies. Switch between portfolios using the top tabs, and edit/duplicate/delete as needed. Sign in to auto-sync to the cloud.
Group Portfolio Management
Group portfolios containing a mix of US stocks, Korean stocks, US ETFs, and Korean ETFs for integrated rebalancing. For example, grouping a "US Growth" and "Korean Dividend" portfolio at a 6:4 ratio distributes total assets proportionally and calculates buy/sell orders for each portfolio at once.
Prepare Individual Portfolios
Create at least 2 portfolios to include in the group. Separate by strategy — US ETF only, Korean stock only, mixed, etc. — and set holdings and target weights for each.
Create a Group
Switch to the "Group" tab at the top and tap the + button. Enter a group name, select portfolios to include, and set each portfolio's weight (%).
Set Investment Cash
Enter the total cash for the group. The cash is automatically distributed among portfolios according to their weight ratios.
Review Integrated Results
In the Holdings tab, view buy/sell quantities for US and Korean holdings by portfolio. Use the Edit button to modify holdings directly. Summary and growth projections are shown for the entire group.
TIP: Create portfolios by family member (self/spouse), account type (ISA/taxable/pension), or market (US/Korean), then group them to efficiently rebalance all assets from a single screen.