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Kelly-Optimal Rebalancing
Drift · Trade · Tax-aware — Bayesian Kelly position sizing with short-term capital gains avoidance.
Portfolio Positions
| Symbol |
Shares |
Avg Cost ($) |
Purchase Date |
Price ($, snapshot) |
Mkt Value ($) |
Unreal. G/L |
Target Allocations
| Symbol |
Current Weight |
Target % (editable) |
Drift |
Total target:
100.0%
Drift by Position
0 positions skipped — avoiding short-term capital gains
(unrealized gain > 0, held < 365 days, drift < 10%).
Summary
Recommended Trades
Click "Compute Rebalancing" to generate trades.