Features designed for effortless planning
Dynamic Rebalancing
Automatically adjusts your investment plan based on current stock profits, ensuring your portfolio remains aligned with your financial goals throughout the year.
Flexible Start
Allows for immediate commencement of your investment strategy at any time, including the integration of previously owned stocks into your new plan.
Free Cash
Aability to specify the amount of liquid cash to be maintained within your portfolio, providing flexibility and preparedness for any market condition.
Fractional Shares
Determines if your brokerage account supports buying fractional shares, enabling more precise investment amounts and portfolio diversification.
Portfolio Perfomance
Enables comprehensive monitoring of your entire portfolio, including both profits and available cash, to give you a clear financial picture.
Manual Editing
Offers the flexibility to manually adjust automatically calculated values, providing control over your investment decisions and the ability to input the exact amount after shares are purchased.