Building An Investment Rebalancer TUI

Disclaimer: This tool is for educational and informational purposes only and is not intended as financial or investment advice. I am not a financial advisor. This software is provided "as-is" with no warranties of accuracy or completeness. It may contain bugs or calculation errors. Do not rely on it for actual investment decisions. Consult a qualified financial professional before making any trades. I accept no liability for any losses or damages arising from use of this tool.

I built a portfolio rebalancing tool that runs as both a CLI and a browser app from the same codebase, using Ink and ink-web. It imports Schwab position CSVs, lets you set target allocations, and generates the exact trades needed to rebalance — all client-side with no server communication. Source code is on GitHub.

Install:

npm install -g @cjroth/rebalance
rebalance

yarn global add @cjroth/rebalance
rebalance

pnpm add -g @cjroth/rebalance
rebalance

bun add -g @cjroth/rebalance
rebalance

Browser Demo

Try it out below. You can load a demo portfolio or paste your own Schwab CSV export.