Portfolio rebalancing is the process of realigning the weightings of a portfolio of assets to maintain your target allocation. This interactive calculator helps you determine the exact actions needed to bring your portfolio back into balance.
Want to learn more about portfolio rebalancing? Check out our comprehensive guide: Portfolio Rebalancing: The Essential Guide to Maintaining Your Investment Allocation
How to Use the Calculator #
- List Your Assets: The calculator starts with a common four-asset portfolio. You can change the names, add new assets with the “Add Asset” button, or remove them with the “✖” button.
- Set Target Allocations: Enter your desired allocation percentage for each asset class. Ensure the total sums to 100%.
- Enter Current Values: Input the current market value of your holdings for each asset.
- Review the Actions: The “Action” column will automatically update, telling you exactly how much you need to buy or sell of each asset to match your target allocation.
Portfolio Rebalancer
Enter your assets, target allocations, and current values to calculate the rebalancing actions needed.
| Asset Class | Target Allocation (%) | Current Value ($) | Action | |
|---|---|---|---|---|
| Total | 0% | $0.00 | ||
Disclaimer: This calculator is for informational and educational purposes only. It does not constitute financial, investment, or tax advice. Always consult with a qualified professional before making any investment decisions.
Learn More #
For a comprehensive guide on portfolio rebalancing, including when and how to rebalance, tax strategies, and real-world examples, visit our full article: Portfolio Rebalancing: The Essential Guide