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Portfolio Builder with Rebalancing Schedule Tool How To Guide​

Subscribe Here - Free 15 Day Trial - $24.99/Month

Main Description
The Portfolio Rebalancer Tool allows users to enter a list of symbols and corresponding weightings to construct a standard "Buy and Hold" portfolio and examine the performance of the portfolio as well as different rebalancing timeframes.  The tool will show the user the results of buying and holding as well as rebalancing the portfolio yearly, quarterly and monthly.  Rebalancing involves adjusting the portfolio back to the target allocations periodically since the allocation % will drift as the prices of each security will go up and down over the period.

SETTINGS

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Select Data Feed
Select a data feed to use.  The Universal Data Feed has been our default data feed, and provides stock, ETF, and mutual fund data for the US and non-US markets.  The Professional Quality Data Feed provides high quality data for US stocks, ETFs, and mutual funds. Additionally there is an option to select historical data, which allows users to select funds with histories that go back as far as 1924.
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Load a Pre-Built Portfolio
If you would like to load one of our example portfolios, select it from the dropdown list, and click the "Load Example Portfolio Settings into App".  This will load settings for the selected portfolio into the application, overwriting the current values.  Please keep in mind these are examples, and not financial advice.
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Symbol List
Enter almost any stock, ETF, or mutual fund ticker one per input box into the symbol field.  Up to 100.

Weight List
Enter a corresponding weight value in percent for each symbol entered.  If a 50 is entered on line 1, and a symbol of SPY is entered on line 1 of the symbol list, this means that 50% of the portfolio will be composed of the ETF: SPY.  The total weight is displayed to the right of the weight list near  the Run Backtest button, this button will show you the total weighting % of your portfolio, values over 100% (leveraging) is allowed.

Long or Short

Each fund may be invested long or short.  If a fund is long (default) the fund will be bought, if the fund is short it will be sold aka entered as a short position.
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Start/End Simulation Date
The date values to start and end the simulation.  If a ticker is unavailable for some of the date range entered the default behavior will be to only test the dates when all tickers are available.
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​Save Your Settings For Later
At the bottom of the settings area there is a URL, bookmark or save this URL and you will automatically be able to load and save all your settings automatically, without re-entering it every time.

OUTPUTS

​The tool outputs fully interactive charts showing day to day equity (not just monthly data), day to day draw down, transitions from stock to cash symbol, a summary of performance, % allocation per symbol, annual/monthly performance table, and a full trade list.
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DOWNLOADS

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Downloads that are available are a full trade spreadsheet, day by day strategy equity spreadsheet (which can be uploaded to any of our portfolio combination tools), and a list of settings you used to create the results.  You may also download an HTML report with fully interactive graphs that you can save and send to others.
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CONTACT US / QUESTIONS
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ROTATIONINVEST.COM PROVIDES QUANTITATIVE TOOLS TO FACILITATE RESEARCH AND ANALYSIS OF A WIDE VARIETY OF EXCHANGE TRADE FUNDS (ETFS), STOCKS, AND MUTUAL FUNDS.  CUSTOM BUILD YOUR OWN SECTOR ROTATION, ASSET ALLOCATION, REBALANCED PORTFOLIOS, AND RISK ON RISK OFF STRATEGIES USING OUR BACKTESTING TOOL OR USE OUR PRE-BUILT STRATEGIES AS TEMPLATES FOR YOUR OWN IDEAS.

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For information about retiring and financial planning software please visit:  https://eadvisor.app

Notice: Your use of this site (RotationInvest.com or RotationInvest) is considered equivalent to your signature as evidence of your acceptance of RotationInvest.com's Terms of Use, and Privacy Policy.
RotationInvest.com is not a registered investment advisor and does not provide professional financial or investment advice.
RotationInvest.com is a tool that produces trade signals and backtesting results according to the set of funds and rules provided for analysis.  Any strategies shown including but not limited to the pre-built strategies are only used to highlight what is possible using these tools.
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  • Home
  • How To
    • Risk ON Risk OFF Tool
    • Portfolio Rotation
    • Rotation-Momentum Tool
    • Portfolio Builder
    • Screener
    • Adaptive Asset Allocation
    • Portfolio Moving Average and Portfolio Absolute Momentum
    • Portfolio Channel
    • Strategy of Strategy
    • Moving Average
    • Channel Crossover
    • Volatility Target
    • Retirement Tools
    • Total Returns
    • Rolling Research
    • Ratio/Correlation
    • Description of Calculations
  • FAQ
  • Blog
  • Free Rotation Tool
  • Tools - Members Only
  • Contact
  • Login/Manage Account