Rebalance

Sell & Reinvest

Stage trades here when a position stops making sense. Cash is validated on every action — you can't spend money you don't have. Staged trades are saved in this browser, then exported to be recorded permanently across the site.

Available Cash $0.00 Fully invested at the open — sell a position to free up cash before you can buy. "Available" already includes any staged sells below.

Sell a Position

Buy a Position

Staged Trades

Staged trades are saved in this browser only. Use Copy staged trades to export them for permanent recording into the journal, holdings, and scorecard, then Clear staged trades once they've been recorded.