WeighfolioWeighfolio
The rebalancing tool for DIY investors

Ditch the spreadsheet.
Rebalance automatically.

Manage US, EU, Asian, and crypto markets across multiple accounts in one view. Auto-calculate buy and sell quantities with real-time prices.

No install required · 100% Free · Cloud sync across devices

Sound familiar?

Rebalancing is more painful than it should be

Juggling multiple broker apps

Switching between different apps for domestic stocks, international equities, and crypto just to check your balances.

1+ hour of spreadsheet math

Manually calculating weight differences and additional buy amounts over and over again.

Currency conversion mistakes

Converting foreign assets to your home currency with mismatched exchange rate dates leads to errors.

Manually figuring out trade quantities

Reverse-engineering how many shares to buy or sell based on the gap between target and current weights.

Features

Everything you need to rebalance

Works out of the box, no complex setup

Multi-market support

Manage US, European, Asian, and crypto assets together in a single portfolio.

Real-time prices

Automatically fetch the latest stock and crypto prices via Yahoo Finance and Binance APIs.

Auto trade calculation

Set your target weights and instantly see exactly how many shares to buy or sell.

Multi-currency

Automatically convert between USD, EUR, GBP, JPY, and more using real-time exchange rates.

P&L tracking

See your unrealized gains and losses per holding and per account at a glance.

Multi-account rollup

Consolidate taxable, retirement, and international brokerage accounts into one unified view.

How it works

Just 3 simple steps

1

Enter your holdings

Add your tickers, accounts, quantities, and cost basis. You only need to do this once.

2

Set target weights

Assign your desired target allocation (%) to each holding. Make sure they add up to 100%.

3

Review rebalance orders

Fetch real-time prices and instantly see the exact buy and sell quantities for each holding.

Compare

Why Weighfolio?

FeatureWeighfolioSpreadsheetsBroker Apps
DIY flexibility
US market
International marketsManual
CryptoManual
Multi-account rollupComplex
Auto trade calculation
Real-time prices
100% Free
All features free
100% Free

Every feature, completely free

Sign up and unlock all features — no credit card, no hidden fees, no limits.

  • Unlimited holdings
  • Unlimited price refresh
  • Rebalance calculator
  • Multi-currency conversion
  • P&L tracking
  • Chart visualization
  • CSV export
  • Cloud sync
Get Started Free
Trust & Privacy

Your data, your control

Secure cloud storage

Your portfolio data is securely stored in the cloud and synced across all your devices.

No API keys needed

Use every feature without linking brokerage accounts or providing API keys.

Completely free

Every feature is free — no paywalls, no premium tiers.

Cloud sync

Sign in to sync your portfolio across devices. Your data, always available.

Get started today

Optimize your portfolio
right now

Start free today. No install, no API keys required. Cut your rebalancing time from an hour to under a minute.

WeighfolioWeighfolio

© 2026 Weighfolio · Built for DIY investors worldwide

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