Portfolio Rebalance Amount Calculator
Compare two current holdings with your target weights and calculate a signed transfer or a cash-only addition.
Portfolio Rebalance Amount Calculator
Transfer: T = A + B; target A = T × t; change A = T × t − A; change B = −change A. Cash-only: if A is overweight, add A / t − T to B; if B is overweight, add B / (1 − t) − T to A. User targets only; the signed changes are arithmetic, not instructions to trade. No taxes, fees, price movements or more than two holdings are included.
Use current values in the same currency, not acquisition cost. Target A must be between 0% and 100%. Labels must be nonempty and distinct.
All amounts use the entered currency. Display values are rounded; the report preserves unrounded values. Inputs stay in this browser.
| Holding | Current value | Current weight (%) | Target weight (%) | Target value | Signed change |
|---|
Cash-only route
- Cash destination
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- Additional cash
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- New total
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| Holding | New value | New weight (%) |
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A QUICK WALKTHROUGH
How to use this tool
- Use current values in the same currency, not acquisition cost. Target A must be between 0% and 100%. Labels must be nonempty and distinct.
- All amounts use the entered currency. Display values are rounded; the report preserves unrounded values. Inputs stay in this browser.
- Transfer: T = A + B; target A = T × t; change A = T × t − A; change B = −change A. Cash-only: if A is overweight, add A / t − T to B; if B is overweight, add B / (1 − t) − T to A. User targets only; the signed changes are arithmetic, not instructions to trade. No taxes, fees, price movements or more than two holdings are included.
Portfolio Rebalance Amount Calculator
Transfer: T = A + B; target A = T × t; change A = T × t − A; change B = −change A. Cash-only: if A is overweight, add A / t − T to B; if B is overweight, add B / (1 − t) − T to A. User targets only; the signed changes are arithmetic, not instructions to trade. No taxes, fees, price movements or more than two holdings are included.
Report (raw inputs and unrounded calculation)
All amounts use the entered currency. Display values are rounded; the report preserves unrounded values. Inputs stay in this browser.
GOOD TO KNOW
Common questions
What does a signed change mean?
A positive value increases that holding and a negative value reduces it in the constant-total arithmetic model. Opposite changes sum to zero; no trade recommendation is made.
Can I reach the target without reducing either holding?
For an interior target, leave the overweight holding unchanged and add cash to the other. At a zero target with a positive holding, no finite cash addition can achieve the target.
Does this include tax or fees?
No. This is a two-holding value model using your own target. It does not decide when to rebalance or assess investment suitability.