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Upload a CSV or enter allocations manually to see what's overweight, underweight, and off target.
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Upload a CSV or enter your portfolio manually. No signup required.
Analyze Portfolio FreeStart Pro Monitoring
US$29/year for drift history, reminders, market movement alerts, and multi-portfolio tracking.
Start Pro MonitoringSee Your Drift
Get drift in % and dollar terms
Spot What's Off
Instantly see what's overweight or underweight
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Drift Analysis
Example portfolio (demo)
US Equity
Moderate DriftCurrent: 24.55% ($27,000)
Target: 20.00%
Drift: +4.55% (+$5,000)
Developed Markets
Moderate DriftCurrent: 33.64% ($37,000)
Target: 30.00%
Drift: +3.64% (+$4,000)
Emerging Markets
On TrackCurrent: 26.36% ($29,000)
Target: 25.00%
Drift: +1.36% (+$1,500)
Bonds
Off TrackCurrent: 15.45% ($17,000)
Target: 25.00%
Drift: -9.55% (-$10,500)
Portfolio Alignment Summary
Above Target
- US Equity: $5,000
- Developed Markets: $4,000
- Emerging Markets: $1,500
Below Target
- Bonds: $10,500
Status Analysis
The current portfolio is over-weighted in equities and under-weighted in bonds.
Free Analyzer
Analyze your portfolio now
- • CSV upload
- • Manual allocation entry
- • Drift analysis
- • Allocation charts
- • Invest New Cash suggestions
Pro Monitoring
Monitor your portfolio over time
- • Drift history
- • Monthly reminders
- • Market movement alerts
- • Multiple portfolios
- • US$29/year