Balance Invest
Know exactly what to buy or sell to rebalance your portfolio
What is Balance Invest?
Balance helps you rebalance your investment portfolio without spreadsheets or guesswork. Set your target allocation, and Balance tells you exactly what to buy or sell on your next contribution — factoring in CDI rates, fixed income, and cash balance automatically. Built for investors who want a clear, automated approach to staying diversified — no more manual math every time you invest.
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