See what you really own. Choose the mix you want.
Add the ETFs you hold and how much is in each. Glean uses available holdings to show how your money is spread across sectors, then works out moves toward the mix you choose.
Three steps, one screen
No account and no jargon. You say what you want; Glean does the arithmetic.
- 01
Add your ETFs
Type each ETF you hold and how many dollars are in it. Round numbers are fine.
IVV $6,000 · IYW $3,000 · ARKK $1,000
- 02
See your sector mix
Glean uses each covered ETF's latest selected holdings and blends them by your dollars, so you see the part of your mix it can calculate.
Technology 52.6%
- 03
Say the mix you want, get the moves
Drag the sliders or say it in plain words. You get a short list of moves to get there: add, increase or reduce.
“less tech, more health care”
What your ETFs really hold
An ETF is a basket of holdings. Glean reads available holdings, groups them by sector and blends them by the dollars you have in each covered fund. The result shows the part of your sector mix it can calculate.
$6,000 in IVV counts twice as much as $3,000 in IYW. Each ETF's sector mix is weighted by the money you have in it, then added up.
Different ETFs can lean on the same sector. IVV is about 38% technology and IYW about 90%, so together they put more than half of this example portfolio in Technology.
If an ETF has no holdings data yet, it stays on your list with a flag and is left out of the mix. Nothing is filled in with estimates.
- IVV$6,000Technology 38.3% · Financials 11.6% · Communication Services 9.8%
- IYW$3,000Technology 90.3% · Communication Services 8.8%
- ARKK$1,000Health Care 26.3% · Technology 24.9% · Financials 20.8%
- Technology52.6%
- Financials9.1%
- Communication Services8.9%
- Health Care8.4%
- Consumer Discretionary6.6%
- Industrials6.1%
- Everything else8.5%
You decide. We do the math.
Set the mix you want with a slider for each sector, or just say it: “less tech, more health care”, “no energy”, “30% financials”. Scythe, the assistant, turns your words into numbers you can see and change. It never decides what you should want.
Every sector has its own slider, and they work on their own. Scythe is a shortcut, never a requirement.
Scythe uses Gemini to read your words, with a basic reader as backup. It changes the target mix, keeps the total at 100%, and shows weights in % and changes in pp.
Ask which sector is best and it will tell you the choice is yours. It can explain what a sector contains, but it won't predict markets or pick a mix for you.
Less tech, more health care
Done. Your target is now Technology 47.6% (−5.0 pp) and Health Care 13.4% (+5.0 pp). Everything else stays where it was.
- Technology47.6%−5.0 pp
- Health Care13.4%+5.0 pp
- Financials9.1%0.0 pp
- Communication Services8.9%0.0 pp
The moves to get there
Glean works out how to reach your target: reduce or increase the ETFs you hold, or add new ones, up to a limit you set. Each plan shows how close it gets and how much money moves.
Options, not instructions
Nothing happens automatically and nothing connects to your brokerage. You see the moves; whether you make any of them is up to you.
Rearrange only what you own, or rearrange and add a few plain, well-known ETFs. Both use the money already in your ETFs.
Distance is the share of your portfolio sitting in a different sector than you want. 5.0 pp means five cents of every dollar; 0.0 pp is a perfect match.
New positions under 1% are dropped, and rearrangements can remove tiny positions you already hold. A new ETF joins only if it brings you at least 0.5 pp closer; plan amounts are rounded to dollars.
Your ETFs and target save to a shareable link. Anyone with the link can view them; the private key that lets you edit them stays in this browser.
Gets you to within 0.4 pp of your target (now 5.0 pp away).
- ReduceIYWiShares U.S. Technology ETF$3,000 → $2,376−$624
- ReduceARKKARK Innovation ETF$1,000 → $825−$175
- AddIYHiShares U.S. Healthcare ETFnew → $518+$518
- IncreaseIVViShares Core S&P 500 ETF$6,000 → $6,281+$281
Frequently asked questions
Every rule the sector mix and the plans follow, with formulas and thresholds, is on the methodology page.
No. Glean shows what your ETFs hold and works out moves toward a mix that you choose. It never suggests what mix you should want, which ETFs are good, or where markets are going. Whether and how you act is up to you. Based on dated ETF holdings. Not investment advice.
No. Scythe uses Gemini, or a basic reader, to turn your words into numbers: “less tech, more health care” becomes a target mix you can see and change. Ask it which sector is best and it will tell you the choice is yours. The sliders do everything without it.
From issuer files, SEC N-PORT filings and stored TickerInside holdings weights. The app can look up TickerInside data when you add a fund. It uses a stored holdings date, which can lag; SEC filings can be months old. Stored Alpaca IEX closes may appear alongside provider holdings when the daily refresh is configured.
You can add any of thousands of U.S.-listed ETFs, but holdings data is loaded for only some of them so far. An ETF without holdings data stays in your list, is clearly flagged, and is left out of the math, so your sector mix describes only the part Glean can see.
No. Your portfolio saves to its own link, with no name or email. The private key that lets you change it is kept in this browser. Anyone you share the link with can see the portfolio, but only a browser with the key can edit it.
No. Reducing an ETF can mean a tax bill, and moving money can come with costs. Glean leaves all of that out, so weigh it yourself before you make any change.
Percentage points: the plain difference between two percentages. If Technology goes from 52.6% to 47.6% of your portfolio, that is −5.0 pp. Saying “−5%” would mean something else: 5% of 52.6%.