Target allocations
Set a target percentage for each holding in a selected portfolio.
Allocation planning for PSX portfolios
Rebalance a PSX portfolio against your target allocations
FolioSync compares current holding weights with targets you define and calculates indicative adjustments using available portfolio values and cash.
Product information reviewed June 2026
What you can do
Drift detection
Identify positions currently above or below their target weight.
Cash-aware suggestions
See indicative buy or sell adjustments based on available values and configured cash.
Scenario planning
Use the output as a planning view before considering fees, tax, liquidity and risk.
How it works
- 1Define target percentages that total 100% for the portfolio.
- 2Refresh prices and review current allocation drift.
- 3Evaluate suggested adjustments against costs, liquidity, taxes and your investment plan.
Frequently asked questions
Does FolioSync choose my target allocation?
No. You define the targets; FolioSync only calculates the difference from current weights.
Are suggestions investment advice?
No. They are arithmetic planning outputs and do not account for every personal or market factor.
Can cash be considered?
The app can use recorded portfolio cash when producing supported rebalancing calculations.