Index Rebalancing Tool: Set a Schedule and Keep Weights on Target
Indexes lets you set a rebalancing schedule so your basket resets to its target weights instead of drifting, then backtests the difference. See how quarterly rebalancing changed an AI-infrastructure index versus letting the winners run against the S&P 500.
Educational only · Never places a trade
In short
Rebalancing is the practice of resetting an index back to its target weights on a schedule, because holdings drift as prices move and a basket left alone slowly becomes something you did not design. Indexes is an index rebalancing tool that lets you set a portfolio rebalancing schedule, monthly, quarterly, or annually, and then applies it inside the backtest so you can study the effect. You can take an AI-infrastructure index, backtest it with quarterly rebalancing against a version that never rebalances, and see how resetting to target weights changed the hypothetical return and drawdown against the S&P 500. This turns portfolio rebalancing from a rule of thumb into something you can measure. The results are hypothetical historical performance, and past performance does not guarantee future results. Indexes is an informational and educational tool only, it does not constitute investment advice, and it never places a trade, connects to a brokerage, or holds any money. Rebalancing here is a study setting, not an instruction to move real holdings.
What you get
Rebalancing, built for investors and analysts
Set a schedule
Choose monthly, quarterly, or annual rebalancing, so your basket resets to target weights on a cadence you decide instead of drifting.
Keep weights on target
Rebalancing pulls each holding back to its intended weight, so an AI-infrastructure index keeps studying the theme you designed, not the drift.
Backtest the effect
Compare a rebalanced version against a drift version through history, so the impact of a rebalancing schedule is measured rather than assumed.
A study, not an action
Rebalancing is applied inside the backtest only. Indexes never trades or moves holdings, so the schedule is purely for learning.
How it works
From holdings to a tracked index in four steps
Set target weights
Build your index and lock in the weights you want it to hold, so there is a target for rebalancing to reset toward.
Choose a cadence
Pick a rebalancing schedule of monthly, quarterly, or annual, depending on the drift you want to study and control.
Backtest with and without
Replay the basket through history both rebalanced and left to drift, so you can see how the schedule changed the outcome.
Study the impact
Use the comparison to understand rebalancing. Results are hypothetical, past performance is no guarantee, and Indexes never trades.
More features
Build your index and see how it backtests
Bundle stocks or crypto into your own weighted index, backtest it against real market history, and track it against the S&P 500 or BTC. No brokerage account and no spreadsheets. Indexes is educational and informational only, and it never places a trade.