Current Portfolio Allocations
Asset Name
Target Allocation
Current Amount
Target Amount
Total:
Add Asset
Current Portfolio
$50,000
$20,000
$30,000
Target Portfolio
$60,000
$20,000
$20,000
Current Portfolio
$50,000
$20,000
$30,000
Target Portfolio
$60,000
$20,000
$20,000
Rebalancing Period (Months)
Rebalancing Period (Months)
Rebalancing Inflows
Asset Name
Current Amount
Target Amount
Monthly inflow