Asset Allocation Rebalancer
Enter your current portfolio values and target percentages to see how much to buy or sell in each asset to get back to your desired allocation.
Portfolio Inputs
If you plan to add new money, enter it here. The tool will allocate it along with your existing holdings toward your target mix.
| Asset | Current value | Current % | Target % | Target value | Buy / (Sell) | |
|---|---|---|---|---|---|---|
| 50.0% | % | $25,000 | +$0 | |||
| 30.0% | % | $15,000 | +$0 | |||
| 20.0% | % | $10,000 | +$0 | |||
| Portfolio: $50,000 | 100.0% targets | Targets sum to 100%. Rebalance instructions assume this mix. | ||||
Rebalance Summary
Portfolio value (current)$50,000
New money to invest$0
Portfolio value after cash$50,000
Total buys (to reach target)$0
Total sells (funding & trimming)$0
In a perfect rebalance, total buys should roughly equal your sales plus any new cash deployed (small rounding differences are normal).
Buy Instructions (Increase to target)
No assets need buying based on your current values and target mix.
Sell / Trim Instructions (Reduce to target)
No assets need trimming based on your current values and target mix.
When implementing, be mindful of trading costs and taxes. Many investors rebalance within tax-advantaged accounts first.