Rebalancer Pro- Investing Suite
Institutional-grade portfolio tools for individual investors. Track allocation drift, rebalance with precision, stress-test against real market crashes, and manage risk across 16 asset classes — all in one platform.Start free. No credit card required.
Now Featured on Lincoln Park Financial
Systematic Rebalancing.
Institutional-Grade Analytics.
RebalancerPro provides independent investors and financial professionals with structured rebalancing tools, risk analytics, and scenario analysis — for informational and analytical use.
What's Inside
Every module included at every paid tier — no add-on fees.
Allocation Drift AnalysisQuantify drift from target weights with color-coded threshold alerts.
Rebalancing RecommendationsStructured trade recommendations with cost and tax context. Analytical output — not investment advice.
Risk Metrics DashboardSharpe, Sortino, max drawdown, beta, CVaR, and correlation matrix.
Custom Portfolio BuilderGuided entry by ticker with live market prices auto-populated. Full risk analysis on submission.
Stress Test Engine2008, Dot-com, COVID-19, 1987, and 2022 rate-cycle scenarios. Illustrative modeling only.
16 Asset Classes, Multi-PortfolioUS and international equities, fixed income, real assets, alternatives, cash — across IRAs, 401(k)s, and taxable accounts.
Simple, Transparent Pricing
No contracts. No hidden fees. Cancel anytime.
Free Trial
$0 / 7 days
Full platform access — no credit card required
- All analytical modules
- Custom Portfolio Builder
- Up to 5 portfolios
- No credit card required
Monthly
$350 / month
Full access, billed monthly
- Everything in Free Trial
- Unlimited portfolios
- Live market price data
- Priority support
- Cancel anytime
Annual Save $700
$3,500 / year
Two months free — about $292/mo billed annually
- Everything in Monthly
- Two months free vs. monthly
- Early access to new features
- Priority email support
Important Disclosures
RebalancerPro is an analytical software tool provided for informational and educational purposes only. Nothing on this platform constitutes investment advice, a recommendation to buy or sell any security, or a solicitation of any investment. RebalancerPro is not a registered investment adviser, broker-dealer, or futures commission merchant, and is not affiliated with or registered under the SEC, FINRA, NFA, or any other financial regulatory authority. All portfolio models, scenario analyses, stress tests, and risk metrics are illustrative and analytical in nature. Historical scenario data does not guarantee future results. Users are solely responsible for their own investment decisions and are encouraged to consult a qualified financial professional before making any investment or financial planning decisions. Subscription to this platform does not create any advisory, fiduciary, or professional relationship between the user and RebalancerPro.
RebalancerPro is an analytical software tool provided for informational and educational purposes only. Nothing on this platform constitutes investment advice, a recommendation to buy or sell any security, or a solicitation of any investment. RebalancerPro is not a registered investment adviser, broker-dealer, or futures commission merchant, and is not affiliated with or registered under the SEC, FINRA, NFA, or any other financial regulatory authority. All portfolio models, scenario analyses, stress tests, and risk metrics are illustrative and analytical in nature. Historical scenario data does not guarantee future results. Users are solely responsible for their own investment decisions and are encouraged to consult a qualified financial professional before making any investment or financial planning decisions. Subscription to this platform does not create any advisory, fiduciary, or professional relationship between the user and RebalancerPro.
RebalancerPro — Analytical portfolio tools for independent investors and professionals.
As featured on Lincoln Park Financial — For informational use only. Not investment advice.
As featured on Lincoln Park Financial — For informational use only. Not investment advice.