About Us

"All-in-One Investment & Trading Tools" is a comprehensive platform offering free, simple financial tools to help you track your portfolio allocation (stocks, ETFs, gold, crypto, real estate, cash) against the target weights you set, and instantly see whether you need to buy or sell to rebalance.

We built it to be fast, simple, and fully private: every piece of data you enter — asset names, values, target weights — is stored only inside your own browser (LocalStorage). Nothing is ever uploaded to any server or database. Your portfolio details stay yours alone.

Our Background on the Topic

The platform was built around well-established portfolio management concepts, such as portfolio rebalancing and Modern Portfolio Theory. For more background, see Investopedia — Portfolio Rebalancing.

Disclaimer

This tool is for educational and calculation purposes only, and is not investment or financial advice. Real investment decisions should always be made after consulting a licensed financial advisor; we are not responsible for any investment decision made based on the numbers this tool calculates.

Contact Us

If you have any questions or suggestions, reach us at: omarth3on3@gmail.com