Outback Investor — Rebalance Guide

Welcome

New Contribution

Cash tracking

Cash Available to invest ($)

Extra Cash Available to invest or consolidate ($)

Leftover cash for next investment ($)

Min buy ($)

Current holdings Prices: not loaded

Holdings	Target	Units	Price	Value ($)

Live pricing pulls from your Google Sheet (GOOGLEFINANCE) CSV. Units × Price = Value updates instantly while typing.

Rebalance logic: we only buy (no selling). We allocate new money into underweight assets, then round each buy down to $50 blocks. Anything under $50 becomes leftover cash and rolls into a future contribution.

What to buy Now —

New investment ($)

Leftover cash for next investment ($)

New Balance ($)

Holdings	Current %	Target %	Diff	Buy $	New %

Before

After

How to use (fortnightly routine)

Instructions on how to allocate new funds

Update each Asset value (Units + Price auto-calc Value).
Set the new contribution amount.
Hit Calculate — buy the ETFs shown with Buy $ > 0 (minimum amount each is in $50 blocks).
Any amount < $50 becomes leftover cash and rolls into a future contribution (no selling needed).
Charts update automatically to show the “before vs after” allocation.