Portfolio Rebalancing Calculator
Compute the exact buy/sell trade amounts to align your current asset balances with target allocations and cash injections
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Keep your asset allocation in check. Calculates required trades (buy/sell) per asset class to restore target weight distributions, considering optional cash top-ups.
How to use
- Input any additional cash capital you wish to inject into the portfolio.
- Add asset rows and configure their names, target weights (%), and current values.
- Review buy or sell recommendations generated for each asset to reach target allocations.
FAQ
- Why is portfolio rebalancing necessary?
- Market movements change asset weights over time, altering your risk exposure. Rebalancing prompts you to lock in gains from outperforming assets and accumulate underperforming ones at lower prices.