Portfolio Rebalancing Calculator

Compare your current allocation with targets and see trade amounts instantly.

Inputs

Portfolio Value ($)

Current Stocks %

Current Bonds %

Current Cash %

Target Stocks %

Target Bonds %

Target Cash %

Tip: Each set of percentages should sum to 100.

Results

Updates instantly

Trades Needed

Stocks-$15,000

Bonds$15,000

Cash$0

Allocation Check

Current Total %100.0%

Target Total %100.0%

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About This Calculator

This tool converts your allocation percentages into dollar amounts and shows the difference between current and target holdings. Positive values indicate buy amounts; negative values indicate sell amounts.