Dev Tools · 1h ago
Portfolio rebalancing algorithm avoids selling with deposit-only strategy
A solo developer built Balance, an app that rebalances investment portfolios using only new deposits instead of selling assets. The algorithm calculates how to distribute a deposit across underweight categories to converge toward target allocation. This approach avoids taxes, brokerage fees, and the emotional challenge of selling winners.
Meridian48 take
The algorithm is clever but limited to portfolios with regular inflows; it won't help when you need to exit positions entirely.
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Rebalancing a portfolio with only your next deposit (no selling) →
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