Investing & Stocks
Portfolio Rebalancing Tool
Enter your holdings and target weights, and we'll show exactly what to buy and sell to get back on target.
AssetCurrent valueTarget %
Total portfolio value-
Amount to rebalance-
Target weights total-
| Asset | Current | Now % | Target % | Action |
|---|
How it works
We total your portfolio, work out each asset's current weight, then compare it to your target. A positive action means buy more; a negative one means sell down. Target weights should add up to 100%.
Estimates only, for education. Not investment advice. See our disclaimer.