Reads your holdings and target allocation, then tells you exactly what to buy and sell to get back on track.
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★★★★★ 4.7 out of 5 · 3 reviews
It turned a messy multi-account portfolio into one clear set of next actions without losing the lot-level detail.
The drift report gives me an exact rebalance plan while still showing the tax impact before I act.
Allocation bands are easy to tune and the output explains why each trade is suggested.