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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

Portfolio Allocation Calculator

Break down a total investment amount into dollar allocations across stocks, bonds, and cash based on target percentage weights. Use it when building or rebalancing a diversified portfolio to confirm allocations sum correctly.

Total Investment Amount ($)

Stock Allocation (%)

Bond Allocation (%)

Cash Allocation (%)

Fill in the required fields to see your result.

Key differences

	Portfolio Rebalancing Calculator	Portfolio Allocation Calculator
Category	Investing	Investing
Inputs required	6	4
Result	Total Rebalancing Amount ($)	Total Allocated ($)
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.	Break down a total investment amount into dollar allocations across stocks, bonds, and cash based on target percentage weights. Use it when building or rebalancing a diversified portfolio to confirm allocations sum correctly.