Summary
Investment portfolio rebalancing tool for 52nd Street Capital Group. Calculates precise buy orders across five brokerage accounts based on target allocation percentages and real-time market prices. Supports both ETF (whole-share) and mutual fund (dollar-based) order calculations. Includes an AI-powered market recommendation feature that analyzes six market indicators and suggests optimal allocation using Claude.
Features
- Live market prices via Yahoo Finance (auto-refreshed on login)
- Five asset classes: US Large Cap, Mid Cap, Small Cap, International, Emerging Markets
- Five brokerage accounts with account-specific fund tickers
- Strategy presets: Aggressive, Moderate, Conservative, S&P 500
- AI Market Recommendation analyzing VIX, S&P 500, NASDAQ, Russell 2000, EEM, and EFA
- ETF whole-share and mutual fund dollar-based calculations
- Copy to clipboard and print-friendly output
How to Use
- Sign in with your email and password.
- Select a brokerage account from the left panel.
- Enter the cash amount to invest (or use the 25%/50%/100% quick buttons).
- Set allocation percentages manually, choose a preset strategy, or click AI Market Recommendation for a data-driven allocation.
- Review the Buy Orders table showing fund tickers, share counts, and dollar amounts.
- Click Copy to copy orders to clipboard, or Print for a formatted summary.
Accounts
- Schwab Solo 401(k)
- Fidelity Trust
- Fidelity Roth IRA
- Wells Fargo Roth IRA
- Fannie Mae 401(k)
Note: AI recommendations analyze real-time market indicators with 30-minute caching. Prices refresh automatically on login.
