Free online tool
Portfolio Rebalancing Calculator
Paste assets with current value and target percentage to see the estimated buy or sell difference for each position.
What this tool does
The Portfolio Rebalancing Calculator organizes a common allocation calculation: current value, target percentage and difference between actual and desired portfolio.
The result is for study. It does not include fees, taxes, liquidity, real-time prices or suitability. It is not a buy or sell recommendation.
How to use
- Enter one asset per line as name, value, target %.
- Check whether targets add up to 100%.
- See how much each position is above or below target.
Common uses
- organize portfolio percentages
- simulate new deposits
- see allocation drift
- study rebalancing
Privacy
Your asset list stays in the browser. No data is sent to Texteme.