pBalancer

Software to enable a do-it-yourself investor to manage their portfolio.  You define you the target asset allocation and current holdings -- pBalancer will track their values and help you decide when it is time to rebalance.

DIY investors who want to maintain a static asset allocation.

• Do you find yourself with accounts at multiple institutions (one or more work 401Ks, IRAs, taxable brokerage accounts, etc...)?  pBalancer will let you manage ALL of your accounts as a portfolio.
• Do you have a homegrown spreadsheet to track your investments?  Let pBalancer give you structure and skip the formulas.  Spreadsheets that started simple can grow unweildy over time.  It might be time to upgrade.
• Do you want to use a more complicated asset allocation, but don't think you can handle it on your own?  Give pBalancer a shot...  Choose from more than a dozen popular asset allocations, or customize your own.
• Do you currently have an advisor, but think you could do it yourself if you had a tool to help.  Do-it-yourself isn't for everyone, and pBalancer won't replace the services of an advisor, but it won't charge you 1% of assets under management either.

• Invasively connect to your financial accounts.  Pro: no security concerns with 3rd party data access.  Con: you will need to enter your investment holdings into pBalancer and manage changes over time.  Quarterly or yearly data updates are probably sufficient for most buy and hold investors.
• Perform transactions on your accounts.  pBalancer is not a robo-advisor, you will need to be comfortable entering buy/sell transactions yourself.
• Give investing advice.  You must choose your own asset allocation and decide whether to follow any suggestions.
• Sell your data.