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Rebalancing

Compare your portfolio with its target allocation and map rebalancing options.

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Rebalancing

$5.99 / month

Access to Rebalancing only.

Renews monthly until canceled.

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Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy

Plan facts, refunds, and privacy
  • Agents provide AI-generated text assistance. They do not send messages, connect to your accounts, process uploaded files, or create finished media files.
  • Usage limits and service availability apply. Access does not promise unlimited use or guaranteed results.
  • Chat connection safeguard: 50 counted session openings per account, shared across Agents. The counter resets one hour after the last counted opening.
  • At the limit, another session opening is refused until the counter resets. An unsuccessful connection attempt can still count.
  • Opening a session is different from sending a message. This safeguard is not a message allowance. Usage and availability limits may also apply within a conversation.
  • The individual-Agent and all-Agent plans use the same account-wide connection safeguard. Opening an Agent chat requests a session; refreshing, opening another tab, or reconnecting can request another. Revising in an already connected conversation does not itself call this session-opening endpoint.
  • A refused opening does not add to the count or extend its reset. When the reset time is available, the workspace shows when to try opening the Agent again. The connection safeguard does not specify how many useful drafts or messages a subscription includes.
  • Manage future renewals in Account & Billing → Subscriptions. Cancellation and a refund are different actions.
  • Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply.
  • Your prompts and relevant context are sent to the enabled AI service to generate a response. Avoid confidential, regulated, highly sensitive, or unnecessary personal information. Retention and deletion depend on the service and provider; read the Privacy Policy before sharing work.
  • For billing or access help, email help@ai-gen.co. Include your account email, order number, Agent name, and a short description of the issue. Do not send passwords, payment-card details, or confidential prompts.
  • If a payment has already been taken but access is missing, review your existing order and contact support before buying again. Report duplicate charges or billing errors through the same route. Any remedy follows the billing policy and applicable law.

Billing & Cancellation · Privacy Policy · Terms of Use

Use this assistant when your holdings have drifted from your target allocation and you want to compare the gaps before making a decision. Enter your holdings and percentages to get an allocation comparison, see general approaches such as directing new contributions or selling overweight assets, and build a checklist of cost and tax questions. You leave with figures and questions to review with a financial professional.

What it writes

  • Holdings-to-target allocation comparison
  • Rebalancing options and trade-offs
  • Adviser questions on costs and taxes

How to use it

Include each holding’s value or portfolio percentage, your target allocation, account type, and any limits on selling. That lets the comparison show where the largest gaps sit and which questions may matter before a trade.

This workspace provides text assistance.

What you bring

  • Target allocation by asset class
  • Holdings and percentages or values
  • Account type and relevant constraints
  • Know your target allocation and account type

A good fit for

  • Checking how far a retirement portfolio has drifted from its target mix
  • Comparing rebalancing approaches before changing taxable account holdings
  • Preparing questions for an adviser about portfolio allocation changes

Ways to start

A few requests this Agent can handle.

My target is 60% stocks and 40% bonds; my $100,000 account is 68% stocks and 32% bonds. Compare the gaps and list options to consider.

I have $20,000 to invest in a portfolio that is 55% US stocks, 20% international stocks, and 25% bonds. My target is 50/20/30. How could new contributions affect rebalancing?

I may sell $8,000 of stock funds in a taxable account to get closer to my 70/30 target. Make a checklist of cost and tax questions for my adviser.

What this Agent does not do

It does not carry out actions in other applications.

  • Personalized investment or tax advice
  • Placing trades or accessing investment accounts
  • For financial decisions, consult a qualified professional
  • Cannot check current prices, market data, or account balances
  • Calculations use only figures you enter

Choose where you want to work

Ai-GEN Agents
Use a text workspace here on Ai-GEN with access to one selected Agent or the all-Agent plan. Review the Agent’s own offer and limits.
GPTs on ChatGPT
GPT links open on ChatGPT. OpenAI’s account, access, and usage requirements apply separately. An Ai-GEN purchase does not include a ChatGPT subscription.
Skills
Skills are coming soon and are not included in these Agent offers.

Before you subscribe

What am I buying?

Choose access to this named Agent or the all-Agent plan. The offers above show the current price, billing frequency, and exact scope. GPTs on ChatGPT and future Skills are separate.

What happens after payment?

Checkout creates or uses your Ai-GEN account. Once your payment is confirmed, you can start using your Agent. Open it from your order confirmation or account. Choose a starter task, add your inputs, and send your first request.

Can I cancel?

Yes. Manage cancellation under Account & Billing → Subscriptions. Review the status and cancellation details shown there before confirming.

What if the response is not right for me?

Payments are generally non-refundable after access is activated, including for disliked, inaccurate, or unsuitable responses. Cancellation stops future renewals; it does not request a refund. Your legal rights still apply. Read the billing and cancellation policy

Can I use the response in my work?

Use it as a draft to review and adapt. Verify calculations, facts, rights, and suitability before relying on it. Do not provide information you do not have permission to share.

Can I paste work or client information?

Your request and relevant context are sent to the enabled AI service to generate a response. Use placeholders and share only the minimum information you have permission to send. Avoid confidential, regulated, highly sensitive, or unnecessary personal information; removing names alone does not make restricted material suitable. Review the Privacy Policy before sharing work

What if I have paid but cannot open the Agent?

Sign in with the account used for the purchase and review your existing order in Account & Billing. Contact support with your account email, order number, Agent name, and a short description of the issue before buying again. Do not send passwords, payment-card details, or confidential prompts. Contact support

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