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Asset Allocation Rebalancer

Asset Allocation Rebalancer

Enter your holdings and targets. Get exact buy and sell amounts to bring your portfolio back to your target allocation.

Your Current Holdings
Holding
Current Value ($)
Target %
Portfolio Total$0
Target Allocations Sum0%
Your Rebalance Plan
Holding
Current
Target
Action
Current Allocation
Target Allocation
Rebalancing once or twice a year is usually enough for most investors. Sell less than you buy — tax-advantaged accounts are the best place to rebalance, and using new contributions to top up under-weight holdings avoids capital gains entirely.
Sell transactions in taxable accounts may trigger capital gains tax. Not tax advice. Predictable Income

Asset Allocation Rebalancer

The Asset Allocation Rebalancer gives you the one thing most rebalancing advice leaves out: exact dollar amounts to buy and sell for every position in your portfolio. Enter each holding by name, current value, and target percentage, then the calculator generates a full rebalance plan showing current value, target value, and a clear buy-sell-hold action for each position. An optional "new money" field lets you route fresh contributions to under-weight holdings, which minimizes taxable sales and often eliminates the need to sell anything at all. The calculator handles any number of holdings, validates that target percentages sum to 100%, and renders current and target allocation donut charts side by side so you can see the rebalance visually. It's the calculator that transforms "I should probably rebalance" into a specific trade list ready to execute in your brokerage account.