Has your portfolio drifted away from its target mix? Enter the current value of each holding and your target percentages. This free rebalancing calculator shows how much to buy or sell of each asset – or how to rebalance using only new money, without selling.
Portfolio Rebalancing Calculator
Asset
Current value
Target %
| Asset | Current | Current % | Target | Buy / sell | After % |
|---|
How to Use the Results
- Buy / sell shows the trade needed to return each asset to its target.
- New money only directs fresh contributions to underweight assets first. This can avoid selling, which may help reduce trading costs and, in taxable accounts, capital gains taxes.
- After % shows the resulting mix.
When to Rebalance
Common approaches are to rebalance on a schedule (for example once a year) or when an asset drifts beyond a set band (for example 5 percentage points). Read the full guide: Asset Allocation and Rebalancing.
Learn More
This calculator is for general educational purposes only. Results are estimates based on the numbers you enter and simplified assumptions; they are not financial, investment, or tax advice. See our Disclaimer.