Portfolio Rebalancing Calculator

Calculate exact trades needed to restore target asset allocation from current drift.

Financial Disclaimer

This calculator is for educational purposes only and does not constitute financial advice. Results are estimates based on the inputs provided. Consult a qualified financial advisor before making investment or financial planning decisions.

Inputs

Total portfolio ($)

Current stock (%)

Target stock (%)

Current bond (%)

Target bond (%)

Tab to move between fields

Results

Stock trade ($)

-$15,000

Bond trade ($)$15,000

Cash trade ($)$0

Max drift (%)15%

Needs rebalancing (0/1)1

Total trade volume ($)$15,000

How to Use This Calculator

Enter your total portfolio value and your current stock and bond percentages.
Input your target stock and bond allocation percentages based on your investment policy.
Review Stock Trade and Bond Trade amounts — positive values mean buy, negative means sell.
Check Needs Rebalancing to see if your current drift exceeds the 5% threshold that typically warrants action.
Use Total Trade Volume to estimate transaction costs before executing rebalancing trades.

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