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rebalance
Local portfolio trades from brokerage CSV holdings
What it is
A TypeScript worksheet that runs in the terminal and in the browser from one codebase and keeps the portfolio on the local machine. You paste a Charles Schwab export or a simple holdings CSV, review positions by symbol, account, country, asset class, and tax status, set target weights, and export whole-share trades from either a smallest-change path or a path that gathers each symbol into fewer accounts. Individual investors who want a private allocation worksheet are the audience. The author offers it as educational software that may miscalculate, so the trade list is not a broker ticket or advice.
At a glance
Research onlyOur rating, based on popularity, maintenance and how ready it is for real use.
| Best for | Beginners |
|---|---|
| Used for | Data analysis, Live trading |
| Markets | US equities, Multi-market |
| Stack | JavaScript |
| Learning curve | Easy to start |
| Practical value | Medium practical value |
| Cost | Free and open source |
| Hardware | No GPU needed |
| Maintenance | No commits in over six months |
GitHub stars, last 30 days
Daily snapshots since 2026-09-28 (up to 30 days): 0 over the period, now 3. Gaps mean no snapshot was taken that day.
Interactive portfolio rebalancing tool that imports brokerage CSV data, sets target allocations, and generates trade instructions.