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Asset Allocation Rebalancer
Calculate buy/sell amounts to restore target portfolio allocation
Portfolio Assets
Asset Name
Current Value ($)
Target (%)
Total
$0
100.0%
About Portfolio Rebalancing
Rebalancing brings your portfolio back to its target allocation by selling assets that have grown above their target and buying those that have fallen below. Regular rebalancing (quarterly or annually) helps maintain your desired risk level and can potentially improve returns through systematic "buy low, sell high" behavior.
About Asset Allocation Rebalancer
What is Asset Allocation Rebalancer?
Calculate exactly how much to buy or sell to rebalance your portfolio to target allocations. Minimize trades, handle new contributions, and maintain your investment strategy.
Features & Benefits
- Calculate rebalancing trades
- Minimize number of trades
- Handle new contributions
- Multiple asset classes
- Visual allocation chart
- Export trade list
Frequently Asked Questions
- How often should I rebalance?
- Common approaches are quarterly, annually, or when allocations drift 5% or more from targets.
- Can I add new money while rebalancing?
- Yes, enter the amount you want to add and the tool will optimize trades to use the new money first.
- Why is rebalancing important?
- Rebalancing maintains your desired risk level and can improve returns by systematically selling high and buying low.
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