Free Notion and Markdown Portfolio Tracker Template
Get a free, custom Notion or Markdown template to manually track your index funds, ETFs, and asset allocation with absolute privacy.
CoreBalance Blog
Guides, analysis, and tips on passive investing, index funds, and portfolio rebalancing.
Interactive Tools
Free calculators and resources to help you manage your portfolio.
Interactive Tool
Open tool → Total Expense Ratio Calculator
Calculate your portfolio's weighted TER and project the thousands of euros you'll save by avoiding active funds.
Interactive Resource
Open tool →Is It Time to Rebalance?
Answer 4 quick questions and get a personalized recommendation on when and how to rebalance your portfolio.
The Best Alternatives to Portfolio Performance
Looking for alternatives to Portfolio Performance? We review the best tools, websites, and apps to track and rebalance your investment portfolio.
Free Portfolio Rebalancing Excel Calculator: Does It Work?
Learn how to build an Excel template to calculate your portfolio rebalance. We analyze common spreadsheet pitfalls and a faster, simpler alternative.
How to Track and Report ETF Dividends on DEGIRO
A complete guide to recording and reporting dividends from your ETFs on DEGIRO. Learn about withholding taxes, double taxation treaties, and how to declare them correctly.
IWDA vs VWCE: Which UCITS ETF Should You Choose?
A detailed comparison of two of the most popular global UCITS ETFs for European investors: IWDA vs VWCE. Analyze costs, indices, and diversification.
The Best MSCI World ETF: Accumulating (Acc) vs. Distributing (Dist)
Accumulating or distributing? We compare the best MSCI World ETFs and analyze which share class is best for your portfolio's taxes and compounding.
DeGiro ETF Rebalancing: How to Do It Efficiently
A practical guide to rebalancing your ETF portfolio on DeGiro. Learn efficient strategies to minimize transaction fees and avoid tax events.
Rebalancing on MyInvestor: Complete Tax-Free Guide
Learn how to rebalance your index funds on MyInvestor step by step. Leverage the Spanish tax deferral rule to adjust your portfolio without paying capital gains tax.
How to Rebalance Without Paying Taxes: The Spanish Fund Advantage
Learn how to rebalance your investment fund portfolio in a tax-optimal way. Maximise tax deferral and avoid unnecessary capital gains tax.
Fund Transfers in Spain: The Tax Guide for the Index Investor
A complete guide to the tax treatment of investment fund transfers in Spain. Learn how to switch funds without paying capital gains tax and optimise your long-term returns.
Index Funds vs. ETFs: Which Should You Choose?
Discover the key differences between index mutual funds and ETFs. We analyze cost structure, trading, fractional shares, and tax efficiency.
The MSCI World + Emerging Markets Portfolio: 80/20 Rule Explained
Learn how to build your portfolio using MSCI World and Emerging Markets index funds. Discover the advantages of the 80/20 split and how to rebalance it.
The Bogleheads Portfolio for Beginners: A Practical Guide
A complete guide to designing your first Bogleheads index portfolio. Learn which funds or ETFs to choose and how to automate your strategy.
What Happens If You Don't Rebalance Your Index Portfolio?
Discover the real consequences of failing to rebalance your portfolio. We analyze how your risk profile shifts with historical examples and simulations.
When to Rebalance: Calendar-Based vs. Drift-Threshold
Discover the best time to rebalance your index portfolio. We compare the calendar-based method against the drift threshold method.
How to Rebalance Your Index Portfolio: A Step-by-Step Guide
A practical guide to rebalancing your index fund or ETF portfolio. Learn how to calculate it step-by-step and keep your risk under control.
What Is Asset Allocation and How to Choose Yours
A detailed guide on asset allocation. Discover what it is, why it determines your returns, and how to choose the ideal mix for your risk profile.