Rebalance Assistant — Allocate Smartly Meta Strategy

Free key at finnhub.io — 60 calls/min

Default 2.0% — both accounts

Continuing positions with drift < threshold are skipped. New entries and full exits always execute.

Fidelity Account Name Mapping

Match the Account Name in your Fidelity CSV export to each account tab.

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Rebalance Assistant

Allocate Smartly · Meta Strategy

Your holdings are private to your account.
No brokerage credentials are stored.

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Set New Password

Rebalance Assistant

New Password (min 6 characters)

Confirm New Password

Current Holdings

Loaded from your account · update as needed

Ticker	Name	Shares Held

New Allocations from Allocate Smartly

Paste the allocation table directly from the site

Allocations

Not loaded

Live Prices

Not fetched

Net Cash Flow

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Paste your Allocate Smartly allocations on the left,
then fetch live prices to generate your trade list.