Balance It

Welcome to Balance It! 🎉

We’re thrilled to have you on board. To get you started, we’ve granted you 3 months of free access — plenty of time to explore and optimize your portfolio like a pro.

Here’s how to begin:

1️⃣ Create your portfolio - set up portfolio name and its rebalance settings.
2️⃣ Add your assets - whether it’s stocks, ETFs, crypto, or cash, bring them all into one place.
3️⃣ Set your target allocations - define your ideal asset distribution, and let us do the rest.

🪄 Our rebalancing tool will automatically notify you if your portfolio drifts from your desired allocation and suggest actions to balance it back.

ℹ Got questions or feedback? Our support team is always here to help! Reach out at @balance_it_support_bot — we’d love to hear from you.

Happy investing!
The Balance It Team

💼 Portfolio

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