Portfolio Rebalancing Calculator

Enter your current holdings and target allocations. Get exact buy/sell amounts to rebalance.

Quick Presets

Rebalancing Method

How to rebalance

New cash to invest ($) Optional — for buy-only method

Your Portfolio

Asset / Fund

Current Value ($)

Target (%)

Target allocation: 0%

Portfolio Value

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Assets to Buy

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Assets to Sell

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Max Drift

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Rebalancing Instructions

Asset	Current Value	Current %	Target %	Drift	Action	Amount	New Value