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Portfolio Rebalancer

Analyze your asset allocation and get actionable buy/sell recommendations to hit your target mix

Your Holdings

Holding Current Value ($) Share Price ($) Target (%)
Total: 0.0%

Rebalancing Options

Enter a share price above to enable share rounding
Total Portfolio Value
$0

Current vs. Target Allocation

Current

Target

Recommendations

Enter your holdings to see recommendations.

Summary

Current Value
—
Value After Rebalance
—
Cash to Add
—
Total to Buy
—
Total to Sell
—
Cash Remaining
—

Assumptions & Limitations

Share quantities available — Enter a share price per holding to see recommendations in shares. Whole-share rounding may leave small cash amounts undeployed.
Instant rebalancing — Calculations assume all trades execute at current prices with no market impact or slippage.
No minimum lot sizes — Any dollar amount can be bought or sold. Some funds have minimums (e.g., mutual fund minimums).
No tax awareness — Selling in a taxable account may trigger capital gains. Consider selling in tax-advantaged accounts first.
No transaction costs — Trading fees and bid-ask spreads are not factored into recommendations.
Single portfolio — Multi-account optimization (e.g., placing bonds in IRAs for tax efficiency) is not supported.
No live prices — Current values must be entered manually. Stale prices will produce inaccurate recommendations.