Foliodrift

A focused tool for investors who rebalance their portfolios manually. Enter your targets, your current balances, and your contribution amount. Foliodrift tells you where the money should go!

Unlike traditional rebalancing math that splits contributions by target weight, Foliodrift's "smart buy" approach directs new money to whichever holdings are most underweight — bringing your portfolio closer to balance with every deposit, without unnecessary sells.

Features:

• Smart-buy rebalancing for deposits • Smart-sell rebalancing for withdrawals • Multiple portfolios for different accounts • iCloud sync across iPhone, iPad, and Mac • No accounts, no tracking, no ads

Designed for the investors with a target allocation in mind, an alternative to traditional spreadsheet balancing.