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Both calculators run independently — change the inputs on either side to compare results.

Portfolio Rebalancing Calculator

Find out exactly how much to buy or sell in each asset class to restore your target investment allocation. Use this after market movements have shifted your stocks, bonds, and cash away from your desired percentages.

Total Portfolio Value ($)

Target Stocks Allocation (%)

Target Bonds Allocation (%)

Target Cash Allocation (%)

Current Stocks Value ($)

Current Bonds Value ($)

Fill in the required fields to see your result.

Investing

Dollar Cost Averaging Calculator

Estimate the future value of a dollar-cost-averaging (DCA) strategy where you invest a fixed monthly amount over a chosen period, given an assumed average annual return and a volatility multiplier. Use it to project the outcome of regular index-fund contributions or to compare DCA against a lump-sum alternative.

Monthly Investment Amount ($)

Investment Period (months)

Average Monthly Return (%)

Return Volatility

Fill in the required fields to see your result.

Key differences

	Portfolio Rebalancing Calculator	Dollar Cost Averaging Calculator
Category	Investing	Investing
Inputs required	6	4
Result	Total Rebalancing Amount ($)	Estimated Portfolio Value ($)
What it does	Find out exactly how much to buy or sell in each asset class to restore your target investment allocation. Use this after market movements have shifted your stocks, bonds, and cash away from your desired percentages.	Estimate the future value of a dollar-cost-averaging (DCA) strategy where you invest a fixed monthly amount over a chosen period, given an assumed average annual return and a volatility multiplier. Use it to project the outcome of regular index-fund contributions or to compare DCA against a lump-sum alternative.