Portfolio Rebalancing Calculator
Turn a portfolio snapshot into a practical rebalance plan. Enter each holding, set the target mix, add or remove cash if needed, and see what to buy, sell, or leave alone.
How It Works
Formula
Turn a portfolio snapshot into a practical rebalance plan. Enter each holding, set the target mix, add or remove cash if needed, and see what to buy, sell, or leave alone.
Formula
Worked examples
Enter each holding exactly as it stands today. The target total must stay at 100% before the plan becomes actionable.
Cash flow and tolerance
Plan summary
Reaching target still requires both buys and sells.
All holdings finish within the selected tolerance band.
| Holding | Current value | Current weight | Target weight | Drift | Target value | Action |
|---|---|---|---|---|---|---|
Bond ETF | $14,000.00 | 14% | 20% | -6% | $20,000.00 | Buy$6,000.00 Exact target delta: $6,000.00 |
Cash Reserve | $6,000.00 | 6% | 10% | -4% | $10,000.00 | Buy$4,000.00 Exact target delta: $4,000.00 |
International Stock ETF | $18,000.00 | 18% | 20% | -2% | $20,000.00 | Buy$2,000.00 Exact target delta: $2,000.00 |
US Stock ETF | $62,000.00 | 62% | 50% | +12% | $50,000.00 | Sell$12,000.00 Exact target delta: $12,000.00 |
Action cards