made for
Same plan. Written for how you invest.
PerkFolio reads every account, compares it to your target mix and hands you the exact list of what to sell and buy. It never places a trade. Pick the page that sounds like you.
index investors
Your annual rebalance, done in ten minutes.
Three-fund portfolio across a 401(k), IRA and taxable
couples & households
Six accounts. Two people. One rebalance plan.
Both partners' accounts in one picture, one to-do list
stocks + crypto
Bitcoin ran. Your allocation didn't ask permission.
Keep crypto at the size you chose next to your ETFs
ai assistant users
Ask your assistant what to rebalance.
Ask Claude or ChatGPT what to rebalance, read-only by design