JustRebalance Overview: Easy Portfolio Setup & Rebalancing

👉 Try JustRebalance for free: https://justrebalance.com

In this video, I walk you through a quick overview and setup of JustRebalance, showing you how to build, customize, and rebalance a portfolio in just a few clicks.

You’ll learn how to:

Sign up and get started for free

Use the pre-built model portfolio (perfect for TheFinancialTap members)

Customize allocations and asset classes

Add cash and rebalance your portfolio

Execute trades with clear buy recommendations

Track transactions and export to CSV

Add existing positions and set cost basis correctly

Whether you’re following the Bob Loukas model portfolio or building your own strategy, JustRebalance makes portfolio management simple and efficient.

🚀 New features are coming soon, so stay tuned!

If you found this helpful, be sure to like, subscribe, and comment below with any questions.

Видео JustRebalance Overview: Easy Portfolio Setup & Rebalancing канала JustRebalance