Automated Portfolio Rebalancing in Google Sheets — Free Template

How I Automated My Portfolio Rebalancing in Google Sheets (Free Template)

    I was tired of manually calculating how much to buy or sell every month. 
    So I built a Google Sheets template that does it automatically.

    **The Problem:**
    You have 5 ETFs. You want 20% in each. One goes up 15%, another drops 8%.
    Now your allocation is off. How much do you buy/sell to restore balance?

    **The Solution:**
    A simple dashboard that:
    1. Takes your target percentages
    2. Compares to current values
    3. Calculates buy/sell amounts
    4. Color-codes deviations

    I made a free version you can copy instantly:

    [Free Portfolio Rebalancing Quick-Check](https://microtoolsb2b.gumroad.com/l/free-rebalancing)

    **Pro tip:** Set tolerance bands at 5% — don't rebalance too often.

    Happy investing! 📊