Source: https://wealthfolio.app/features/allocation-targets-rebalance/

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# Allocation Targets & Rebalance

Define your ideal portfolio and get a clear plan to reach it.

Set the portfolio you want, see how far you’ve drifted, and get a concrete rebalance plan that tells you exactly what to buy or sell. Start from a built-in model or design your own by region, sector, or asset type, then export the plan and act.

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![Allocation targets overview with current vs. target and drift](https://assets.wealthfolio.app/images/screenshots/allocation/overview.png) ![Allocation targets overview with current vs. target and drift](https://assets.wealthfolio.app/images/screenshots/allocation/overview-dark.png)

Allocation targets overview with current vs. target and drift

### See Your Drift

Instantly view how far each holding strays from target.

### Rebalance Plan

Buy/sell suggestions from new cash, sells, or a smart mix.

## Choose a model

Start from a built-in preset model (such as Balanced 60/40, Growth 80/20, or All Weather) or build your own target weights by asset class, industry, risk category, or region. Set targets across all accounts, a custom portfolio, or a single account.

### Presets or custom

Begin from a model or define your own weights.

### Any taxonomy

Target by asset class, sector, risk, or region.

![Target editor with preset picker and weight sliders](https://assets.wealthfolio.app/images/screenshots/allocation/model.png) ![Target editor with preset picker and weight sliders](https://assets.wealthfolio.app/images/screenshots/allocation/model-dark.png)

Target editor with preset picker and weight sliders

## See your drift

Instantly view how far each holding and category has strayed from its target. A tolerance band marks what’s in-band versus out-of-band, and the largest gaps are surfaced first.

### Drift, per category

Overweight, underweight, or in-band at a glance.

### Tolerance band

Set how much drift is acceptable before you act.

![Drift drivers card highlighting the largest gaps](https://assets.wealthfolio.app/images/screenshots/allocation/drift.png) ![Drift drivers card highlighting the largest gaps](https://assets.wealthfolio.app/images/screenshots/allocation/drift-dark.png)

Drift drivers card highlighting the largest gaps

## Get a rebalance plan

Wealthfolio suggests exactly what to buy or sell, by deploying new cash, selling overweight positions, or a smart mix of both. Choose whole or fractional shares, set a minimum trade size, and aim for the nearest band or the exact target.

### Three strategies

Cash-flow only, sell to rebalance, or hybrid.

### Concrete trades

Buy/sell, symbol, amount, shares, and the reason.

![Suggested trades with before · target · after bars](https://assets.wealthfolio.app/images/screenshots/allocation/rebalance.png) ![Suggested trades with before · target · after bars](https://assets.wealthfolio.app/images/screenshots/allocation/rebalance-dark.png)

Suggested trades with before · target · after bars

## Export and act

Download your plan as a CSV (complete with metadata and per-trade detail) or copy it as plain text to paste anywhere. Then place the trades with your broker.

![Export options: CSV download and copy-as-text](https://assets.wealthfolio.app/images/screenshots/allocation/export.png) ![Export options: CSV download and copy-as-text](https://assets.wealthfolio.app/images/screenshots/allocation/export-dark.png)

Export options: CSV download and copy-as-text

## Related features

### [Portfolio Insights](https://wealthfolio.app/features/portfolio-insights/)

Understand what you actually own, by asset class, sector, and region.

Learn more

### [Spending & Budgets](https://wealthfolio.app/features/spending-budgets/)

See where your money goes, right alongside your investments.

Learn more

### [Performance Dashboard](https://wealthfolio.app/features/performance-dashboard/)

Accurate, scope-aware returns for accounts, portfolios, and benchmarks.

Learn more

## Ready to try it?

Wealthfolio is open source and local-first. Your data stays on your device.

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