Tool to alert me to allocation changes for banded rebalancing?

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jadela
Posts: 48
Joined: Mon Apr 06, 2020 12:32 pm

Tool to alert me to allocation changes for banded rebalancing?

Post by jadela »

Hi there,

I am working on my IPS and intend to get things set up well, and to largely ignore them so I don't make reactionary decisions, and rebalance only according to the schedule I set out in IPS (annually).

That said, I also was looking at banded rebalancing e.g. 25/5. Wondering if there's a tool to alert me automatically when my allocations have shifted out of my target bands or when there is a market change of e.g. 25%+?
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FelixTheCat
Posts: 1996
Joined: Sat Sep 24, 2011 12:39 am

Re: Tool to alert me to allocation changes for banded rebalancing?

Post by FelixTheCat »

M1 Finance is the only place I know that monitors your allocations. It will invest new contributions and dividends in the ETFs you choose to keep your portfolio balanced.
Felix is a wonderful, wonderful cat.
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Horton
Posts: 868
Joined: Mon Jan 21, 2008 3:53 pm

Re: Tool to alert me to allocation changes for banded rebalancing?

Post by Horton »

Check out this thread:

viewtopic.php?p=5380209#p5380209
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