Independent Investing Calculators
Unlock professional stock strategies and powerful tools to manage your portfolio—without the overpriced financial advisor.
Our Calculators
At Independent Investing, we offer five professionally designed strategies that can be tailored to fit your unique investment goals. Each strategy is built by our analysts who carefully select every component to maximize diversification and minimize fund expenses—no matter how much you choose to invest.
We continuously monitor market conditions and proactively update our strategies to ensure they remain current and aligned with today’s economic landscape. This means you can rebalance your portfolio with confidence, knowing your investments reflect the latest insights.
You can mix and match any combination of our strategies to create a custom asset allocation that fits your financial objectives.
How Our Calculators Work:
Once you’ve selected your strategies, our Excel-based Calculators do the rest. These tools are designed to help you manage your portfolio with precision and ease.
What the Calculators can do:
• Show exactly what to buy or sell based on your selected strategy
• Help you invest new funds
• Generate trades to raise cash
• Rebalance your portfolio as needed
Whether you’re investing in one account or managing multiple, our calculators make it simple.
Learn How YOU Can Take Control of Your Financial Future!
Calculator Tools Overview
Our Excel-based calculators are designed to help you manage your investments with precision and flexibility. Each tool serves a specific purpose, allowing you to maintain, adjust, and rebalance your portfolio based on your selected strategies.
Strategy Selection and Current Holdings Calculator:
Customize your portfolio by selecting the percentage allocation for each strategy and tracking your current holdings.
This calculator ensures your strategy targets and holdings are up to date, allowing all other calculators to generate accurate trade recommendations.
Investing Cash Calculator:
Enter the dollar amount you want to invest, and this calculator will show you exactly how much of each stock to buy based on your selected strategy mix.
Use it for:
- Initial investments
- Additional contributions
- Strategy changes using only buys (ideal for avoiding capital gains taxes)
Making Sells Calculator:
Input the amount of cash you want to generate by selling assets, and this calculator will tell you how much of each stock to sell to stay aligned with your strategy.
Use it for:
- Strategy changes using only sells (helpful for realizing tax losses)
Strategy Rebalancing Calculator:
Over time, market movements can cause your portfolio to drift from its target allocations. This calculator helps you realign your holdings by recommending the necessary buys and sells.
You can also use it to:
- Change strategies using both buys and sells
- Adjust strategies while investing new cash
- Modify strategies while generating cash through sells
When Should You Rebalance?
You’re in control—rebalance whenever it fits your schedule. Once you join, the calculators are yours to use as often as you like.
Need guidance? We’ll send notifications when your strategies have drifted significantly from their targets, based on your account type and investment goals. Unlike traditional advisors who rebalance on rigid schedules, we notify you only when meaningful changes occur—so you can act when it truly matters.
All Investment Products are Subject to Investment Risks, Including Possible Loss of Amount Invested.