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Add rebalance to Tools#34

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cjroth wants to merge 1 commit intomr-karan:masterfrom
cjroth:add-rebalance
Open

Add rebalance to Tools#34
cjroth wants to merge 1 commit intomr-karan:masterfrom
cjroth:add-rebalance

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@cjroth cjroth commented Mar 1, 2026

Summary

Adds rebalance to the Tools section.

Rebalance is an interactive portfolio rebalancing tool that runs as both a terminal TUI and a web app. It imports brokerage CSV data (Schwab or universal format), lets users review holdings across multiple dimensions (symbol, country, asset class, etc.), set target allocations, and generates exact trade instructions to rebalance their portfolio.

Key features:

  • Supports Schwab CSV imports and a universal CSV format
  • Multiple rebalancing strategies (proportional, largest-first, etc.)
  • All data stays client-side -- nothing is sent to a server
  • Built with ink-web, runs in both terminal and browser

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