Financial calculator
Portfolio Rebalancing Calculator
Enter your current holdings and target weights to see how far each position has drifted and the simulated buy/sell amounts needed to return to your target allocation.
How to use this calculator
Enter each holding's current value and your own target weight; add optional new cash. The table shows current vs target weight, the drift in percentage points, and the simulated trade to reach each target. All figures are illustrative arithmetic based only on the values you enter.
Inputs are editable, results update locally in the browser, and outputs are informational arithmetic based only on the values and targets you enter. The buy/sell amounts show what would bring each position back to your chosen target weight — they are not a recommendation to trade any security.
Data notice: Market data may be delayed, incomplete, or unavailable for some securities. Metrics are provided for informational purposes only.
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Calculator notes
- The calculator runs in the browser and keeps the assumptions visible to the reader.
- Inputs are transparent and editable, which makes the assumptions visible to the reader.
- Results are estimates for informational purposes and can be compared with stock and ETF research pages.
Financial disclaimer
This website provides informational content only and is not financial advice. We do not recommend buying or selling securities. Market data may be delayed, incomplete, or inaccurate. Always verify information with official sources before making financial decisions.
Related stock and ETF pages
FAQ
What is the Portfolio Rebalancing Calculator for?
It provides a simple informational estimate based on user-entered assumptions.
Does this calculator predict market returns?
No. It uses user-entered assumptions and available page context for informational estimates only.
Can calculator results predict future returns?
No. Results are illustrative and depend entirely on assumptions entered by the user.