Calculators

Portfolio Rebalance

Compare current holding values with your own target percentages.

Processed locally

Use your own prices in one currency. Estimates only; not investment advice.

Your answer will appear here.

Help and method

Target value = total current value × target percentage/100. Adjustment = target − current. Targets must sum to 100%; no external cash flows. Hypothetical local calculation. Use one currency for all amounts; the currency selector changes formatting only. No live quotes, taxes, trade execution or investment advice. Fees are per transaction. Negative projections are possible. Displayed amounts may be rounded. Keep full quantity and unit-price precision; a rounded target price may miss the requested profit.

Methods and reliability

Worked example

An example you can try or adapt to your own values.

Currency: USD
Holdings: Asset name: A; Current value: 800; Target allocation (%): 50 / Asset name: B; Current value: 200; Target allocation (%): 50

Result

Portfolio total: USD 1,000; Value adjustment: A -USD 300, B +USD 300

Worked example

Result

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