Portfolio Rebalance Calculator
Find the trade needed to move one asset back to target weight.
Calculate portfolio rebalance calculator from clear inputs
Portfolio Rebalance Calculator gives a focused worksheet for finance & money questions where a quick deterministic estimate is more useful than a spreadsheet. The portfolio rebalance calculator fields mirror the variables in its formula, and the output separates the main result from supporting values so you can sanity-check this calculation before reusing it.
A 50000 portfolio with a 60 percent target needs 30000 in the asset, so 2000 must be bought from 28000.
Keep the estimate private in your browser
For Portfolio Rebalance Calculator, every calculation runs in your browser with no upload, account, cookie, live lookup, or server-side storage. The portfolio rebalance calculator result is best treated as a planning number because the real-world constraints behind this estimate can change the answer. Adjust the portfolio rebalance calculator assumptions and confirm important decisions against the relevant source of truth for that exact situation.
Frequently Asked Questions
How is the trade calculated?
Target value = portfolio value × target percent, then trade = target value − current value. A $50,000 portfolio aiming for 60% in an asset worth $28,000 needs $30,000, so buy $2,000.
What does a negative trade mean?
The asset is above its target weight, so that amount should be sold or new money directed elsewhere.
How often should I rebalance?
Common approaches are once a year, or when an asset drifts more than about 5 percentage points from target. Rebalancing in tax-advantaged accounts avoids capital gains.
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