Set your target weights and get the exact trade list, accounting for buys, sells, and switches, with cash and tax impact included.
Not a spreadsheet marathon. Not guessing what to sell to fund what to buy. Set the target, and Portfolio Shift does the arithmetic instantly: every position priced, every trade sized, the cash and tax picture already worked out. That kind of precision used to take an afternoon and belong only to the biggest books. Now it's one click away, for every account you manage.
Calculate Trades freezes the plan into a precise, ticker-by-ticker list: buys, sells, and switches, in shares for stocks and units for funds, funded from the positions and cash you actually hold. Then click any symbol, quantity, or amount to copy it, paste it straight into your dealer's trading platform, and execute with to-the-decimal accuracy. Try it on the list here.
Freeze the plan into an exact, ticker-by-ticker trade list.
Start with your current portfolio, then set a target by weight, dollar amount, or share count, position by position. If there's a holding the client wants left alone, a legacy position, a satellite bet, a name with a big embedded gain, lock it. Equalize splits the rest evenly across everything that's still unlocked, so building the target takes one pass, not a spreadsheet of manual math.
Drag a weight to rebalance live, or Equalize to split the rest evenly. Locked positions don't move.
Trades get rounded to the nearest few thousand and placed in blocks of even dollars, because the exact ones take too long to compute by hand. Portfolio managers never accepted that compromise: percentage-based accuracy is the discipline. Now it's yours. Tell Portfolio Shift the portfolio you're trying to build, and it computes every trade to the decimal, exactly how to get there.
Rounding was only ever the shortcut: quick, close, never exact. Portfolio Shift makes the exact portfolio quicker than the shortcut, and it's the one you designed.
A full cash accounting: starting cash, what the trades free up or consume, and the cash you want held back. Drag Hold Cash and watch it resolve automatically to a Cash Surplus, money left over, or a Cash Shortfall if you've asked to hold back more than the trades actually free up.
For non-registered accounts, adjust the inclusion rate and the client's average tax rate and watch the estimated capital gains tax, and the effective rate on the gain, recalculate live, so the tax conversation happens before the trades, not after.
$32,200.00 × 50% × 48% = $7,728.00
*This is an estimate, not tax advice. Actual liability may differ.
The model drift you noticed this morning becomes a tax-aware, exact trade list you can hand off before lunch, not the afternoon of spreadsheet work it used to take.