• Access your Watchlist, which contains tickers linked from your Portfolio and added from the Screener.

• Sort the Watchlist to identify stocks for inclusion and exclusion.

• Navigate to your Portfolio in the app.

• Click Rebalance Portfolio to activate Rebalancing Mode.

Unlike Edit Mode, Rebalancing Mode maintains the total portfolio value by converting sold shares to cash.

For stocks to exclude (e.g., Amazon, Meta):

• Set the amount, value, or percentage to zero for each ticker.

• Note: Cash holdings increase automatically based on the last recorded price, keeping the total portfolio value unchanged.

• Search for and add new tickers, which initially appear with a value of zero.

• Set the allocation by entering a percentage, amount or value, which auto-calculates the other variables.

Click Next to toggle between:

• Actual Portfolio: Current holdings.

• Target Portfolio: Proposed holdings with changes (additions / removals).

• Review other tabs (e.g., correlations, risk) to compare actual vs. target.

• Click Set as Target to confirm the proposed changes.

• The app calculates which stocks to sell and buy, including quantities.

• Go to the Orders and Trades tab to view generated orders.

• Optionally, simulate the execution of trades to see how the Trade History and Portfolio gets updated with each trade. You can aslo add a note for each trade or batch of trades.

• Enter Edit Mode

• Reset your portfolio to the original state, to keep it in sync with your real-life holdings.