How to Use the Rebalancing Calculator

Follow the flow from portfolio creation to projections and detail popups

Calculator Guide

Review the individual and group portfolio flows screen by screen.

Screen 1

Open guide and empty state

Review the individual portfolio flow even when no portfolio exists or data is still loading.

Details

Sequence

Review the individual portfolio flow even when no portfolio exists or data is still loading.
Use the highlighted mobile controls in the order shown on the image.
Confirm the selected portfolio or group before moving to the next step.

What to verify

This step affects later rebalance calculations.
Review names, weights, quantities, and cash before continuing.
If something looks wrong, return to the previous input and correct it.

Watch out

The calculator does not place brokerage orders.
Verify brokerage prices, executable quantities, taxes, and cash before real trades.

Screen 2

Start individual portfolio creation

Enter a portfolio name and start from a preset or direct ticker search.

Details

Sequence

Enter a portfolio name and start from a preset or direct ticker search.
Use the highlighted mobile controls in the order shown on the image.
Confirm the selected portfolio or group before moving to the next step.

What to verify

This step affects later rebalance calculations.
Review names, weights, quantities, and cash before continuing.
If something looks wrong, return to the previous input and correct it.

Watch out

The calculator does not place brokerage orders.
Verify brokerage prices, executable quantities, taxes, and cash before real trades.

Screen 3

Choose recommended preset

Use a recommended preset to quickly fill tickers and target weights.

Details

Sequence

Use a recommended preset to quickly fill tickers and target weights.
Use the highlighted mobile controls in the order shown on the image.
Confirm the selected portfolio or group before moving to the next step.

What to verify

This step affects later rebalance calculations.
Review names, weights, quantities, and cash before continuing.
If something looks wrong, return to the previous input and correct it.

Watch out

The calculator does not place brokerage orders.
Verify brokerage prices, executable quantities, taxes, and cash before real trades.

Screen 4

Search ETFs and stocks manually

Search and add the ETFs or stocks you want manually.

Details

Sequence

Search and add the ETFs or stocks you want manually.
Use the highlighted mobile controls in the order shown on the image.
Confirm the selected portfolio or group before moving to the next step.

What to verify

This step affects later rebalance calculations.
Review names, weights, quantities, and cash before continuing.
If something looks wrong, return to the previous input and correct it.

Watch out

The calculator does not place brokerage orders.
Verify brokerage prices, executable quantities, taxes, and cash before real trades.

Screen 5

Set target weights to 100%

Make sure target weights total 100% for accurate calculations.

Details

Sequence

Make sure target weights total 100% for accurate calculations.
Use the highlighted mobile controls in the order shown on the image.
Confirm the selected portfolio or group before moving to the next step.

What to verify

This step affects later rebalance calculations.
Review names, weights, quantities, and cash before continuing.
If something looks wrong, return to the previous input and correct it.

Watch out

The calculator does not place brokerage orders.
Verify brokerage prices, executable quantities, taxes, and cash before real trades.

Screen 6

Select individual portfolio

Choose the exact individual portfolio to calculate from the top selector.

Details

Sequence

Choose the exact individual portfolio to calculate from the top selector.
Use the highlighted mobile controls in the order shown on the image.
Confirm the selected portfolio or group before moving to the next step.

What to verify

This step affects later rebalance calculations.
Review names, weights, quantities, and cash before continuing.
If something looks wrong, return to the previous input and correct it.

Watch out

The calculator does not place brokerage orders.
Verify brokerage prices, executable quantities, taxes, and cash before real trades.

Screen 7

Enter operating cash

Separate cash available for rebalancing from cash you want to keep aside.

Details

Sequence

Separate cash available for rebalancing from cash you want to keep aside.
Use the highlighted mobile controls in the order shown on the image.
Confirm the selected portfolio or group before moving to the next step.

What to verify

This step affects later rebalance calculations.
Review names, weights, quantities, and cash before continuing.
If something looks wrong, return to the previous input and correct it.

Watch out

The calculator does not place brokerage orders.
Verify brokerage prices, executable quantities, taxes, and cash before real trades.

Screen 8

Enter shares and cost basis

Enter share counts and average cost basis to calculate current weights.

Details

Sequence

Enter share counts and average cost basis to calculate current weights.
Use the highlighted mobile controls in the order shown on the image.
Confirm the selected portfolio or group before moving to the next step.

What to verify

This step affects later rebalance calculations.
Review names, weights, quantities, and cash before continuing.
If something looks wrong, return to the previous input and correct it.

Watch out

The calculator does not place brokerage orders.
Verify brokerage prices, executable quantities, taxes, and cash before real trades.

Screen 9

Adjust targets and cash reserve

Use sliders, locks, and cash reserve to tune the target allocation.

Details

Sequence

Use sliders, locks, and cash reserve to tune the target allocation.
Use the highlighted mobile controls in the order shown on the image.
Confirm the selected portfolio or group before moving to the next step.

What to verify

This step affects later rebalance calculations.
Review names, weights, quantities, and cash before continuing.
If something looks wrong, return to the previous input and correct it.

Watch out

The calculator does not place brokerage orders.
Verify brokerage prices, executable quantities, taxes, and cash before real trades.

Screen 10

Review assets and dividend summary

Review total assets, monthly dividend, and remaining cash to verify inputs.

Details

Sequence

Review total assets, monthly dividend, and remaining cash to verify inputs.
Use the highlighted mobile controls in the order shown on the image.
Confirm the selected portfolio or group before moving to the next step.

What to verify

This step affects later rebalance calculations.
Review names, weights, quantities, and cash before continuing.
If something looks wrong, return to the previous input and correct it.

Watch out

The calculator does not place brokerage orders.
Verify brokerage prices, executable quantities, taxes, and cash before real trades.

Screen 11

Review individual buy/sell results

Check buy/sell badges, quantities, and expected remaining cash before real orders.

Details

Sequence

Check buy/sell badges, quantities, and expected remaining cash before real orders.
Use the highlighted mobile controls in the order shown on the image.
Confirm the selected portfolio or group before moving to the next step.

What to verify

This step affects later rebalance calculations.
Review names, weights, quantities, and cash before continuing.
If something looks wrong, return to the previous input and correct it.

Watch out

The calculator does not place brokerage orders.
Verify brokerage prices, executable quantities, taxes, and cash before real trades.

Screen 12

Apply individual results

After real fills, apply results to update in-app holdings and cash.

Details

Sequence

After real fills, apply results to update in-app holdings and cash.
Use the highlighted mobile controls in the order shown on the image.
Confirm the selected portfolio or group before moving to the next step.

What to verify

This step affects later rebalance calculations.
Review names, weights, quantities, and cash before continuing.
If something looks wrong, return to the previous input and correct it.

Watch out

The calculator does not place brokerage orders.
Verify brokerage prices, executable quantities, taxes, and cash before real trades.

Screen 13

Open ticker detail popup

Tap a ticker card to inspect price trend, yield, expenses, holdings, and risk notes.

Details

Sequence

Tap a ticker card to inspect price trend, yield, expenses, holdings, and risk notes.
Use the highlighted mobile controls in the order shown on the image.
Confirm the selected portfolio or group before moving to the next step.

What to verify

This step affects later rebalance calculations.
Review names, weights, quantities, and cash before continuing.
If something looks wrong, return to the previous input and correct it.

Watch out

The calculator does not place brokerage orders.
Verify brokerage prices, executable quantities, taxes, and cash before real trades.

Screen 14

Individual asset growth projection

Project the long-term path of one selected individual portfolio.

Details

Sequence

Project the long-term path of one selected individual portfolio.
Use the highlighted mobile controls in the order shown on the image.
Confirm the selected portfolio or group before moving to the next step.

What to verify

This step affects later rebalance calculations.
Review names, weights, quantities, and cash before continuing.
If something looks wrong, return to the previous input and correct it.

Watch out

The calculator does not place brokerage orders.
Verify brokerage prices, executable quantities, taxes, and cash before real trades.

Advanced

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.