CalculatorsRebalance
Portfolio rebalance calculator
Type what each slice of the portfolio is worth and the weight it is supposed to have. The calculator returns the exact buy or sell per asset that puts the plan back in charge, with new cash and a buy-only mode for when you would rather not sell.
The moves
Portfolio: $92,000.00
Buys $9,400.00 · Sells $9,400.00
Why bother
Drift is compounding’s quiet side effect: the asset that ran now owns more of your risk than you ever agreed to. Rebalancing is the unglamorous fix, and its entire value is that it is mechanical. The math is trivial; doing it on schedule is the hard part, which is why seeing the exact dollar moves, rather than vague percentages, makes the habit stick.
Educational tooling, not financial advice; see the disclaimer. Selling can be a taxable event; cost basis decides how much.
Questions people ask
It sells what has grown past its weight and buys what has shrunk below it, mechanically returning the portfolio to the risk mix you chose. The discipline is the point: it forces selling strength and buying weakness on a rule instead of a feeling.
The two common answers are on a calendar (quarterly is typical) or on a threshold (when a weight drifts, say, five points from target). Threshold rebalancing trades less in calm markets; either beats improvising.
Fees, yes: enter your venue rate and an estimate appears under the moves. Taxes, no: every sell can be a taxable event, which is why many people rebalance with new deposits first. Switch on Buy only, enter the cash, and the calculator spends it where the shortfall is largest before touching anything else.
No. It works on the values you type, so nothing is fetched and nothing leaves the page. If you know units rather than values, multiply by the current price first; the moves come out in dollars either way.
From wherever you track. If your portfolio lives across wallets and exchanges, a tracker that totals them per asset gives you the exact numbers this page wants.
The current values, filled in for you
TrueHold totals every asset across your wallets and exchanges, read-only, so the left column of this calculator is one glance at your dashboard instead of a spreadsheet safari.