Plan
DCA recommender · conviction refresh — everything decision-related in one place.
DCA Recommender
Tell me your target mix and monthly amount — I'll bias the next contribution to drift toward target.
EUR / month
| Ticker | Target % | Current % | Gap | Allocate this month | Amount | |
|---|---|---|---|---|---|---|
Vanguard FTSE All-World UCITS ETF (Acc, USD) | 0.0% | +50.0% | 50.0% | 18 750 Kč | ||
Vanguard FTSE Developed Europe UCITS ETF | 0.0% | +30.0% | 30.0% | 11 250 Kč | ||
iShares Core MSCI EM IMI UCITS ETF | 0.0% | +20.0% | 20.0% | 7 500 Kč | ||
| 100% | ||||||
Recommendation rebalances toward your target. When you're close to target, future allocations match your raw target weights.
Conviction Refresh
For each individual stock pick: are you still using their products and would still recommend them? This is your only sell signal — pure Peter-Lynch style.
| Ticker | Company | Position Value | Status | Last review | Note |
|---|---|---|---|---|---|
| No individual stocks tracked. | |||||