Easy-to-follow advice from Smart Rebalancing


i3 calculates the shares to buy and sell that are required for the rebalancing transaction based on the latest stock price.

  • Calculating the number of shares to buy or sell for rebalancing.
  • Minimizing transaction fees for rebalancing..
  • Avoiding short-term capital gain tax.
  • Automatically adjusting the asset allocation plan to make up for the insufficient balance for rebalancing.
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