Simple Portfolio Rebalance Calculator.
Hello AssetRise

Index Investors achieve 200% higher returns vs. individual stock selection. 

 

AssetRise is the ultimate Index Fund Portfolio management tool including a rebalance calculator, income projection, portfolio return, and rebalance alerts.

 

First 2 Portfolios are FREE. What are you waiting for?

Ditch the portfolio rebalancing spreadsheets

AssetRise provides the industry leading portfolio rebalancing calculator and tools, making portfolio rebalancing simple.

 

You can enter an unlmited number of accounts across taxable, 401k, IRA, and custom accounts then our portfolio rebalance calculator displays the exact amount to rebalance.

Built by Vanguard Boglehead investors for individual investors

Asset Allocation Dashboard

Our portfolio rebalance calculator displays current vs. target delta.

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Set Rebalance Targets

Easily set your custom portfolio asset allocation target to your portfolio.

Track Portfolio Performance

Dividend projection, portfolio return, and investment return all configurable.

Built by a team of investment experts using Vanguard ETF and Boglehead investment methodology

Rebalance Signals

Receive alerts when its time to rebalance your portfolio asset allocation.

Maximize Returns

Diversification is key to minimizing portfolio risk and maximizing returns.

80% Higher Returns vs. Managed

A simple Vanguard ETF Index portfolio beats managed Mutual Funds 8 out of 10 times accorging to Morningstar.

Reduce complexity in investing

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Build Custom Portfolios

AssetRise provides a simple interface to easily build your custom portfolio for an unlmited number of accounts including taxable, 401k, IRA's, and even custom assets like real estate.

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Simple Lazy Portfolios

Start with a simple 3 to 5 fund portfolio, keep in balances as accounts are added to maintain simplicity.

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Monitor and receive alerts

Receive alerts when your portfolio is out of balance. Make intelligent investment decisions easily based on your custom parameters.

The best platform for

Pre-built Lazy Portfolios to simplify investing

We offer more than 350+ pre-built portfolios.  Screened for Boglehead and Vanguard Investors.

Work smarter with less efforts

Work smarter with less efforts

A unique and powerful software suite to transform the way oyu manage your investments. Organise your portfolios even more successfully. A unique and powerful software suite to transform the way oyu manage your investments. Organise your portfolios even more successfully. A unique and powerful software suite to transform the way oyu manage your investments. Organise your portfolios even more successfully.

AssetRise helped optimize my portfolios