Feature Spotlight

Live Drift Alerts

Stay on track with smart notifications when your allocation drifts beyond your comfort zone. Get actionable guidance, not just data.

How it works

Smart drift detection with custom bands

Set your comfort zones and let Portfolio Pie monitor your allocation 24/7.

Default 5/25 bands work for most investors. Customize per asset class for fine-tuned control.

Stocks: 5% / 25%

Bonds: 3% / 15%

REITs: 10% / 30%

Portfolio Pie tracks your allocation continuously and calculates drift from your target.

Stocks: 62% (target: 60%) ✓
Bonds: 43% (target: 40%) ⚠️

Get notified via email or in-app when action is needed, with specific rebalancing guidance.

Drift Alert: Your bonds allocation is 8% over target. Consider selling $2,400 in bonds.

Customization

Every investor has different risk tolerance and rebalancing preferences. Set bands that match your approach.

Set different bands for each asset class based on volatility and importance.

Choose daily, weekly, or immediate alerts based on your rebalancing schedule.

See all your drift alerts in one place with actionable next steps.

US Total Stock Market5% / 20%

International Stocks7% / 25%

Bonds3% / 15%

REITs10% / 30%

First number is minor drift threshold, second is major drift threshold.

Set up your drift alerts in minutes and stay on track with your investment strategy.