in one place.
Features
Everything You Need to Track Your Wealth
Powerful tools designed to give you complete control and visibility over your entire investment portfolio
Account Aggregation
Connect all your investment accounts from 12,000+ institutions in seconds.
Advanced Analytics
Deep portfolio insights with performance tracking, asset allocation, and risk analysis powered by real-time data.
Real-Time Tracking
Live portfolio updates with automatic syncing so you always know where your investments stand.
Asset Allocation
Visualize your portfolio distribution across stocks, bonds, crypto, and alternative assets at a glance.
Smart Alerts
Custom notifications for portfolio changes, rebalancing opportunities, and market movements.
True Performance
Measure your portfolio's performance against relevant benchmarks and gain insights into your investment strategy.
Connect All Your Investment Accounts
Seamlessly sync with all major brokerages, crypto exchanges, and robo-advisors. Support for 12,000+ financial institutions means your entire portfolio is always up to date.
Assets outside of a brokerage account? No problem, add the assets manually and we'll keep track of the returns.
True Performance Tracking
Go beyond simple returns. Understand how your investments are really performing with institutional-grade analytics.
Total Portfolio Value
Rebalanced identifies all deposits and withdrawals and incorporates them into a money-weighted rate of return.
Account Performance
Returns by periodAccount | 3Y | 2Y | 1Y | YTD | QTD | MTD |
|---|---|---|---|---|---|---|
| 401K | 71.0% | 48.0% | 24.0% | 27.0% | 6.0% | 2.0% |
| Brokerage | 44.0% | 43.0% | 6.0% | 2.0% | ||
| Crypto | -26.0% | -29.0% | -12.0% | -7.0% | ||
| Private Credit | 25.4% | 11.3% | 10.4% | 2.4% | 0.9% | |
| Rollover IRA | 99.1% | 66.3% | 60.0% | 27.4% | 7.2% | 3.1% |
| Venture Capital | 83.0% | 50.2% | 53.0% | 13.0% | 6.0% |
Account | YTD | QTD | MTD |
|---|---|---|---|
| 401K | 27.0% | 6.0% | 2.0% |
| Brokerage | 43.0% | 6.0% | 2.0% |
| Crypto | -29.0% | -12.0% | -7.0% |
| Private Credit | 10.4% | 2.4% | 0.9% |
| Rollover IRA | 27.4% | 7.2% | 3.1% |
| Venture Capital | 53.0% | 13.0% | 6.0% |
Smart Alerts
Stay informed about important events in your portfolio.
Portfolio Rebalance
Your brokerage account has assets more than 10% off their target allocation.
New Deposit
$2000 has been deposited into your 401k.
Price Alert
AAPL is up 5% today.
Dividend Received
$12.50 dividend from VTI.
Monthly Summary
Your Brokerage Account finished the month up 3.2%
Get Started in Minutes
Four simple steps to complete portfolio visibility
Connect Your Accounts
Securely link your investment accounts through Plaid or Snaptrade in under 60 seconds.
Automatic Sync
Your portfolio data syncs automatically in real-time, no manual updates required.
Get Instant Insights
View comprehensive analytics, performance metrics, and allocation breakdowns immediately.
Track Anywhere
Access your dashboard from any device, anytime. Mobile apps coming soon.
Be the First to Know
Join our mailing list and get notified when Rebalanced launches. Early subscribers will receive exclusive access and special offers.