PORTFOLIO REBALANCER · EDUCATIONAL DEMO

PharosFolio® Compass

Translate a simulated target allocation into practical buy/sell quantities for deposits or withdrawals.

SETUP

Portfolio value —

Amount

Allocation adjusted proportionally on execution

Plan Rebalance

PLAN

Low 1–3 yr Medium 5–10 yr High 10+ yr

Balanced growth · moderate volatility

Current Target

Stocks

—

Bonds

—

Gold

—

Run Rebalance

TRACK

Rebalance mode

Default

Standard rebalance with buys and sells.

Estimated transaction cost —

This does not save account preferences. It only logs your preferred risk level for product analysis.

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