Fire Tools

Asset allocation manager

Track your portfolio, compare it against your target allocation and get buy / sell / hold rebalancing hints.

Asset allocation

Adding assets

  1. Click Add asset.
  2. Pick a class (Stocks, Bonds, Real estate, Commodities, Cash).
  3. Enter a label, a value and (optionally) a Yahoo Finance ticker. If you set a ticker, the app can refresh the price on demand.
  4. Save.

Repeat for every position. The chart and the breakdown table update in real time.

Setting a target allocation

Open Target allocation and assign a target percentage to each asset class. The targets must sum to 100%. The rebalancing column tells you, per class, how much to buy or sell to get back on target. Holdings within 1% of target are flagged as hold.

Refreshing prices

Prices are fetched directly from your browser to Yahoo Finance. No backend proxy, no third-party analytics — the request is opt-in and only fires when you press Refresh prices.

Portfolio backtesting

Use the separate Portfolio backtest tool to simulate the holdings saved here. The backtest reads Asset Allocation values, tickers and asset classes; edit this page first to change what gets tested.

Export / Import

Use Export CSV to grab a snapshot. Use Import CSV to load it back, or to seed the app from a spreadsheet you maintain elsewhere. The schema is documented in the header row of the exported file.

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