There's a real dearth of sophisticated portfolio management and rebalancing software available to the muppets. Everything available seems to be targeted to financial advisors or institutions at absurd prices. Not happy! Nonetheless, I came across two basic Excel spreadsheets that can serve as useful indicators of whether or not it is time to rebalance:
Beginner Rebalancing Tool: http://www.invest-it-yourself.com/Beginner Rebalancing Tool.xls
Advanced Rebalancing Tool: http://www.invest-it-yourself.com/Advanced Rebalancing Tool.xls
Portfolio Rebalancing Software (or lack thereof)
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MachineGhost
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Portfolio Rebalancing Software (or lack thereof)
"All generous minds have a horror of what are commonly called 'Facts'. They are the brute beasts of the intellectual domain." -- Thomas Hobbes
Disclaimer: I am not a broker, dealer, investment advisor, physician, theologian or prophet. I should not be considered as legally permitted to render such advice!
Disclaimer: I am not a broker, dealer, investment advisor, physician, theologian or prophet. I should not be considered as legally permitted to render such advice!
Re: Portfolio Rebalancing Software (or lack thereof)
Ah, you beat me to it pug.
The whole aim of practical politics is to keep the populace alarmed (and hence clamorous to be led to safety) by menacing it with an endless series of hobgoblins, all of them imaginary.
- H. L. Mencken
- H. L. Mencken