Frequently Asked Questions About Portfolio Rebalancing
How often should I rebalance?
Typically every 3–6 months, or whenever an asset drifts beyond the threshold you set in Settings — whichever comes first.
Is my data uploaded anywhere?
No, all data is stored locally in your browser only (LocalStorage) and nothing is ever sent to a server, as explained in the Privacy Policy.
Is this tool financial advice?
No, it's a purely calculational tool and not a substitute for a licensed financial advisor. See the About page for more.