Portfolio Rebalancing Software (or lack thereof)
Posted: Thu Apr 11, 2013 8:35 pm
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
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