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Stake Allocation Calculator

Contribution and rebalance maths for a Stake portfolio

Type in a balance and a transfer and it works out how many of each ETF to buy to hit a target split. Brokerage is reserved first and the number of trades scales with the balance so fees stay sensible. It also converts an AUD transfer to USD after Stake's FX fee. One HTML file, no accounts, and prices get refreshed by pasting them in.

Available on request
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Write-up coming soon.