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CoreBalance

Portfolio Dashboard

Available for Web, iOS & Android

Rebalance your portfolio of ETFs and Index Funds

The ultimate calculator for index investors. Calculate your rebalance in seconds, optimize contributions, and keep your strategy under control locally and privately.

See how it works →
🔒 corebalance.app/dashboard
Live
Total Capital €45,280.00
+12.4%
Returns
-30d Hoy
Portfolio Status
MSCI World IWDA.L · 68%
€30,790 OK
Emerging Mkts EMIM.L · 22%
€9,960 BUY
Small Cap ZPRX · 10%
€4,530 OK
Rebalance 100% Optimized
Privacy Local-First
TER medio 0.18%
Features

Everything you need for your passive investing

CoreBalance is designed to simplify the life of the long-term index investor.

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Smart Rebalancing

Calculate exactly how much to buy of each asset to return to your ideal strategy.

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Real-Time Tracking

Prices updated automatically so you always know the value of your portfolio.

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Privacy by Design

Your data is yours. Incognito mode to show your portfolio without revealing sensitive figures.

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Crisis Simulator

What if the market drops 30%? Prepare yourself mentally for volatility.

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Future Projections

Visualize how your wealth will grow based on your contributions and expected returns.

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Multi-Broker

Import your transactions from MyInvestor, DeGiro, Interactive Brokers, and more.

The alternative to Portfolio Performance and Excel

CoreBalance is the free, fast, and private tool that does the dirty work for you, so you can focus on what matters: your financial freedom.

FeatureExcel / Google SheetsOther AppsCoreBalance
Price updatesManual (tedious)Delayed / PaidAutomatic & Free
Rebalance calculationComplex formulasBasicOptimized
PrivacyLocal, but exposedThey sell your dataYour data is yours
Ease of useOnly for expertsComplexIntuitive
Process

Your rebalance in 3 steps

No complex formulas or calculation errors. Straight to the point.

01

Define your strategy

Choose your funds or ETFs and assign the ideal weight for each (e.g. 70% MSCI World, 30% Emerging Markets).

02

Register your positions

Enter your current holdings or import your transaction history from your broker.

03

Rebalance

Indicate how much you are going to invest this month and CoreBalance will tell you exactly how much to buy of each asset.

The story

Why I created CoreBalance

As an index investor, I spent hours every month fighting with spreadsheets to calculate how much I should contribute to each fund to maintain my 90/10 or 80/20 strategy.

I was looking for a tool that was simple, fast, and private. I did not want to give my bank passwords to third parties or pay monthly fees for something that should be basic.

That is how CoreBalance was born: a tool created by an investor for investors. No unnecessary frills, focused on what really matters: keeping your investment strategy on track.

KN
kinacho Creator of CoreBalance
✨

Native Experience

Designed to feel like a native app on your mobile, but with the ease of web access.

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Constant Evolution

We add improvements every week based on real feedback from the investor community.

Optimization Guide

How to rebalance my MyInvestor portfolio for free?

Learn the step-by-step process to optimize your asset allocation manually, privately, and 100% free of charge with our calculator.

1

Configure your target funds

Log in to CoreBalance and add your index funds or ETFs with their target asset allocation percentages (e.g. 80% MSCI World and 20% Global Fixed Income).

2

Enter your current positions

Register the balance or number of current holdings you have in MyInvestor (or your preferred broker) for each asset in your portfolio.

3

Calculate the contribution or adjustment

Enter the amount of your monthly periodic contribution or check the option to adjust your current weights. CoreBalance will calculate the necessary purchases to the cent.

4

Execute transfers or purchases for free

Follow the instructions calculated by CoreBalance and carry out the purchases or transfers (tax-exempt in Spain) directly in your MyInvestor account.

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Smart Tax Optimization

In Spain, rebalancing through transfers between index funds is tax-exempt (tax deferral). CoreBalance tells you the optimal purchases so you can make the most of this advantage without paying unnecessary tax tolls.

Quick Guide

Smart Investing: Rebalancing

Rebalancing is not just a technical task, it is the most powerful defense strategy for the index investor. Its goal is not to maximize short-term profit, but to control risk.

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Sell high, buy low

By rebalancing, you transfer profits from assets that have over-performed to those that are undervalued relative to your initial plan.

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Maintain your risk profile

If your plan is 80% stocks and 20% bonds, and stocks rise to 90%, your portfolio is now much more volatile than you originally decided.

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Transfers in Spain

Remember that in Spain transfers between investment funds are tax-exempt, which makes rebalancing ultra-efficient fiscally.

FAQ

Frequently Asked Questions

Start optimizing your portfolio today

Join hundreds of investors who already trust CoreBalance to manage their wealth.

No credit card required · 100% Private