Felix O Wolf - Rebalance Your Portfolio

Felix O. Wolf is your DIY portfolio rebalancing tool, hosted in Europa, for self-directed investors who prefer to run their own portfolios instead of handing control to a robo-advisor.

You define the model: a target allocation per portfolio (Basic or Advanced), your own assets, cash accounts, portfolios, FX rates and transactions. Felix then tracks every position and shows how far you have drifted from your targets, with rebalancing suggestions based entirely on the parameters you entered. You decide whether to act. Felix never trades, never moves money, and never tells you what to buy.

What you get:

• Multiple portfolios, each with its own allocation model
  
• Holdings, cash, dividends and costs recorded in your own ledger currency, with automatic FX conversion
  
• Rebalancing suggestions against deviation thresholds you set yourself
  
• Reports: performance, past performance, dividends, cost analysis, activity statistics and slice reports
  
• What-If scenarios and CSV import/export on the paid plan
  
• Optional Community Insights, built only from aggregated and anonymized data
  
• Private by design: per-user row-level security, two-factor authentication, no ads and no data selling
  
  It was built by a private investor: "About ten years ago I started long-term ETF portfolios for my children and myself. What began as a simple allocation ledger grew into a rebalancing model with reports and views on transactions, dividends, costs and portfolio activities. With the help of Lovable, I turned that model into the Felix O. Wolf website. I now use it myself instead of the old spreadsheet."
  
  Felix is a personal portfolio tool, not a bank, broker, custodian or financial advisor. Rebalancing suggestions are hypothetical and based on your own targets and data, not financial advice.
  
  Start for free. The paid plan is USD 29.99/year: one plan, no ads.