Portfolio Rebalancing
Portfolio Rebalancing Calculator
1Your holdings & targets
Name · Current value · Target %
Current total
—
After rebalance
—
Amount moved
—
Allocation: current vs target
Click "Calculate rebalance" to view.
| Holding | Current value | Current % | Target % | Action |
|---|---|---|---|---|
Enter holdings and targets, then calculate. | ||||
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What is rebalancing? Which mode should I use?
As markets move, your portfolio drifts away from its intended allocation. "Rebalancing" brings it back to target to control risk and avoid over-concentration in one asset. This tool offers two approaches:
- Invest new cash: you have spare cash to deploy. The tool routes it first to the under-weighted holdings, without selling anything — ideal for dollar-cost averaging and saving tax and fees.
- Full rebalance: gives precise buy and sell suggestions so the allocation lands as close to target as possible — ideal for an annual reset.
FAQ
Q: Must the target percentages add up to 100%?
Yes. If they don't, the tool prompts you to adjust so the results stay meaningful.
Q: Is my holdings data uploaded?
No. Everything runs in your browser. For automatic cross-device tracking, consider the WealthPoise app.