Rebalanced is a web app designed to simplify tax-efficient fund placement and portfolio rebalancing. It helps users maximize growth, minimize tax impact, and automate their investments.

Rebalanced is ideal for investors who want to optimize their portfolio for tax efficiency and reduce the time spent on manual rebalancing.

Tax-efficient fund placement ensures that investments are allocated to accounts (e.g., taxable, tax-deferred, tax-free) in a way that minimizes taxes and maximizes returns.

- Add and manage accounts (e.g., 401(k), Roth IRA, brokerage).
- Categorize funds by efficiency (efficient, moderate, inefficient).
- Visualize fund placements and account balances with charts.
- Perform portfolio rebalancing in minutes.

Rebalanced provides tools to set up accounts and funds, optimize fund placements, and rebalance portfolios with minimal manual effort.

Click on [Accounts] and [Funds] to add your accounts and funds. Then view optimized fund placements on [Placements] and rebalance your portfolio as needed.

Yes, you can track tax-deferred accounts (e.g., 401(k)), tax-free accounts (e.g., Roth IRA), taxable accounts (e.g., brokerage), and untracked accounts (e.g., crypto).

Yes, you can include cryptocurrency accounts as untracked assets to get a full view of your portfolio.

Fund efficiency is categorized based on factors like expected yield, tax implications, and investment type (e.g., index funds are efficient, while REITs are moderate).

Use the "+" button in the “Accounts” or “Funds” sections to add a new account or fund.

Navigate to the “Placements” section, where you’ll see optimized fund allocations. Use the recommendations to adjust your investments for efficient rebalancing.

This feature is on the roadmap!

Currently, Rebalanced is a web-only app, but it’s optimized for mobile use.

No, you can track an unlimited number of accounts and funds.

This feature is on the roadmap!