WeighfolioDitch 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 · Free to start · Data stays in your browser
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.
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.
Just 3 simple steps
Enter your holdings
Add your tickers, accounts, quantities, and cost basis. You only need to do this once.
Set target weights
Assign your desired target allocation (%) to each holding. Make sure they add up to 100%.
Review rebalance orders
Fetch real-time prices and instantly see the exact buy and sell quantities for each holding.
Why Weighfolio?
| Feature | Weighfolio | Spreadsheets | Broker Apps |
|---|---|---|---|
| DIY flexibility | |||
| US market | |||
| International markets | Manual | ||
| Crypto | Manual | ||
| Multi-account rollup | Complex | ||
| Auto trade calculation | |||
| Real-time prices | |||
| Free plan | |||
| All features free (Early Access) |
All features are free during Early Access
We're in Early Access — enjoy every feature for free. Paid plans will be introduced later.
Free
All features unlocked — no limits, no credit card
- Unlimited holdings
- Unlimited price refresh
- Rebalance calculator
- Multi-currency conversion
- P&L tracking
- Chart visualization
- CSV export
- Cloud sync
Pro
Coming soon
- Multiple portfolios
- 12-month rebalance history
- Priority support
Pro+
Coming soon
- Drift alerts (email/push)
- Tax-lot reporting helper
Early Access users will keep free access even after paid plans launch
Your data, your control
Browser-only storage
All portfolio data is stored exclusively in your browser's local storage.
No API keys needed
Use every feature without linking brokerage accounts or providing API keys.
Free to start
Core rebalancing features are free. Upgrade to Pro when you need more power.
Cloud sync
Sign in to sync your portfolio across devices. Your data, always available.
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.