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Rebalancing Funds to manage allocations of assesta.

prinx
edited April 2012 in Fund Discussions
For some investors balancing a portfolio funds on a regular basis is a regular event. This makes a lot of sense at least for a part of your assets.
Is there a site on the web which after initially entering the portfolio will notify the investor when things are out of balance on a timely basis? This seems like a good idea especially if the imbalance is way early before the regular planned interval to re-balance.

Prinx

Comments

  • prinx
    forgive the typo of assets. Will preview next time.
    Prinx
  • InvestorInvestor
    Reply to @prinx: You can hit edit on your posts and fix the subject, text or category as you like.
  • Bitzer
    edited April 2012
    Morningstar services (Portfolio X-ray and the like) are available free of charge at troweprice.com, even to non-customers. All you have to do is set up an account (meaning a login name and password). There is no requirement to hold or transfer assets to T Rowe Price in order to use the Morningstar services. It's all I need.

    Within the past few months Fidelity added some portfolio analysis tools to accounts. My sister tells me they're pretty good. I suspect one has to invest with Fidelity to use those tools.

    There's also a portfolio management service available (I can't remember the name, hopefully someone else here can) which offers a free 30 day trial. It is an application that you download to your computer rather than an online (or cloud) service. In addition to being much more than I need, I didn't like it because it was very tedious to manually enter portfolio information unless you give them your brokerage account login and password information (which I wasn't quite ready to do).
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