Make stock and portfolio rebalancing simple excel spreadsheet, buy, sell
Based on your target portfolio, this spreadsheet will tell you what to buy, sell, and hold. Able to consider tax implications (will warn you if a sale will trigger a taxable event). Brings stock data into spreadsheet.
I can customize it for your portfolio or keep a standard template. Choosing “shipping” if you want it customized. Local pick up if you want it as is.