Portfolio Rebalancing Calculator

About the Portfolio Rebalancing Calculator

The Portfolio Rebalancing Calculator helps you adjust your investment portfolio to maintain desired asset allocations, factoring in transaction fees.

Portfolio Management Tool: Ideal for investors, financial advisors, or crypto traders managing diversified portfolios.

This tool calculates the buy/sell amounts needed to achieve target allocations and provides a summary of the rebalanced portfolio.

• Features:
  • Inputs: Total portfolio value, transaction fees, current and desired allocations for crypto, stocks, bonds.
  • Calculates:
    • Current vs. desired allocation values.
    • Buy/sell amounts for each asset.
    • Post-rebalancing portfolio value and allocation.
  • Keypad includes digits (0–9) and decimal point (.) for precise inputs.
  • Displays results with rebalancing recommendations.
  • Clear, backspace, and copy functionality for results.
  • Share or embed the calculator.
• Practical Applications: Helps maintain risk levels, optimize returns, or adjust portfolio drift due to market changes.
• How to Use:
  • Enter the total portfolio value in dollars (e.g., 100000).
  • Enter transaction fees in dollars (e.g., 50).
  • Enter current allocations for crypto, stocks, and bonds as percentages (e.g., 40, 40, 20).
  • Enter desired allocations for crypto, stocks, and bonds as percentages (e.g., 30, 50, 20).
  • Use keypad digits or decimal point for numerical inputs.
  • Click "Calculate" to view rebalancing actions.
  • Use "Clear" to reset or "⌫" to delete the last character.
  • Copy results or share/embed the calculator.
• Helpful Tips:
  • Current and desired allocations must each sum to 100%.
  • Numerical inputs must be positive; decimals are allowed.
  • Transaction fees reduce the effective portfolio value; include all applicable fees.
  • Rebalance periodically (e.g., quarterly) to maintain your risk profile.
  • Consult a financial advisor for complex portfolios or tax implications.
• Examples:
  • Example 1:
    • Portfolio Value: $100,000, Fees: $50, Current Allocation: Crypto 40%, Stocks 40%, Bonds 20%, Desired Allocation: Crypto 30%, Stocks 50%, Bonds 20%
    • Result:
      • Buy/Sell: Sell $10,000 Crypto, Buy $10,000 Stocks, No change Bonds
      • Post-Rebalance Value: $99,950 (after fees)
      • Recommendation: Execute trades to align with target allocation.
  • Example 2:
    • Portfolio Value: $50,000, Fees: $100, Current Allocation: Crypto 50%, Stocks 30%, Bonds 20%, Desired Allocation: Crypto 40%, Stocks 40%, Bonds 20%
    • Result:
      • Buy/Sell: Sell $5,000 Crypto, Buy $5,000 Stocks, No change Bonds
      • Post-Rebalance Value: $49,900 (after fees)
      • Recommendation: Rebalance to reduce crypto exposure.

Maintain your portfolio’s balance with ease. Share or embed this tool on your site!