Portfolio Rebalancing Calculator

A fast three-step workflow

How to use the portfolio rebalancing calculator

1
Enter the known information
Add only the values or source text the calculation needs. Useful examples and safe defaults are already selected.
2
Adjust the assumptions
Use the extra controls to match your real task instead of accepting a hidden one-size-fits-all assumption.
3
Review the complete result
Check the main answer, supporting values and method before copying, downloading or acting on the result.

What makes this tool more useful

Paste assets with current values and target weights. Compare full buy-and-sell rebalancing with using new cash only.

Multiple asset targetsIncluded in the same responsive workspace, with no account wall or separate result page.

Buy and sell trade listIncluded in the same responsive workspace, with no account wall or separate result page.

New-cash-only optionIncluded in the same responsive workspace, with no account wall or separate result page.

Drift percentage reportIncluded in the same responsive workspace, with no account wall or separate result page.

How the calculation works

Target value equals total post-contribution portfolio value multiplied by target weight. Trade amount is target value minus current value.

Prepare a rebalance worksheet before considering taxes, spreads, account restrictions and minimum order sizes.

Important financial information

This calculator provides an educational estimate from the values you enter. It does not use live prices, predict returns or provide investment, tax or legal advice. Verify exchange rules, fees, rates and product terms before making a financial decision.

Private, fast and mobile-ready

The workspace runs with browser JavaScript and does not submit entered values to a Rantey calculation endpoint. Controls use readable labels, large touch targets and responsive result panels for narrow screens.

Frequently asked questions