Portfolio Rebalancing Calculator
Calculate how much to buy or sell to rebalance stocks, bonds, and cash to target percentages.
- Last reviewed
- July 8, 2026
- Cost
- Free to use
- Data
- Runs in your browser
Portfolio Value
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Buy/Sell Stocks
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Buy/Sell Bonds
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Buy/Sell Cash
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Methodology
How this calculator handles inputs
This calculator uses the values you enter above and applies the formula explained in the guide below. Results update in the browser and are intended for quick planning, comparison, and sanity-checking.
- Use consistent periods, currencies, and units across inputs.
- Review any assumptions before using the result in a decision.
- Recalculate when rates, prices, tax rules, or business terms change.
Important note
This tool provides general planning information only. It is not tax, legal, financial, accounting, or investment advice. Check the current rules for your location and speak with a qualified professional before making a high-stakes decision.
Guide
How it works
Use this calculator to estimate trades needed to rebalance a portfolio.
What this calculator does
The portfolio rebalancing calculator compares current holdings with target allocations and estimates buy or sell amounts.
Rebalancing Formula
Trade Amount = Target Dollar Amount - Current Dollar Amount
Positive values mean buy more. Negative values mean reduce that holding.
Example calculation
If a portfolio has too much stock exposure relative to the target, the calculator shows how much stock value to reduce and where to add.
When to use this calculator
- annual or quarterly rebalancing
- adjusting risk
- planning new contributions
- checking drift from target allocation
FAQs
Do I have to sell to rebalance?
Not always. New contributions can sometimes bring the portfolio closer to target.
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