Portfolio Rebalancer
Compare your current portfolio allocation against target percentages and see exactly how much to buy or sell for each asset.
$
%
$
%
$
%
Portfolio Total
Total Value$10,000
| Asset | Current | Target | Action |
|---|---|---|---|
| US Stocks | $6,000 | $5,000 | Sell $1,000 |
| Intl Stocks | $2,000 | $3,000 | Buy $1,000 |
| Bonds | $2,000 | $2,000 | Buy $0 |
FAQ
How often should I rebalance my portfolio?›
Most advisors recommend rebalancing quarterly or when any single asset drifts more than 5% from its target allocation. Over-rebalancing can incur unnecessary transaction fees and taxes, while under-rebalancing lets risk drift from your intended profile.
Does this calculator account for transaction costs?›
This calculator shows the dollar amounts needed to reach your target allocation but does not factor in brokerage fees or taxes. You should account for those costs separately, especially for taxable accounts where selling can trigger capital gains.