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Portfolio Rebalancing Calculator

Buy/sell amounts to reach target weights

Currency

AssetCurrent valueTarget

New contribution (0 if none)

Money you are adding this time.

Rebalancing plan

Current total

10,000.00 USD

Total after

10,000.00 USD

Stocks60.0% → 60.0%

Hold

Bonds30.0% → 30.0%

Hold

Cash10.0% → 10.0%

Hold

For reference only. Trading fees, taxes, tick sizes and minimum lot sizes are not included. In add-money-only mode, purchases go only to assets below their target weight.

How to use

Enter each asset's current value and target weight to see the gap between current and target allocation, with the buy or sell amount for each. You can include new money and choose to rebalance by adding cash only, without selling. Up to 10 assets are supported.

Q. Can I rebalance without selling?

A. Choose 'Add money only' and enter the new contribution. Purchases go only to assets below their target weight, and a small contribution may not fully restore the target allocation.

Q. What if my target weights do not add up to 100%?

A. They are scaled to 100% for the calculation and a notice is shown. Fees, taxes and minimum lot sizes are not included.