Portfolio Rebalancing Calculator

Calculate buy/sell adjustments to bring your portfolio back to target allocation.

Calculator

Results

Asset 1 $0.00
Asset 2 $0.00
Asset 3 $0.00

Data Source and Methodology

All calculations are strictly based on financial theories and methodologies to ensure accurate results. Please consult with a financial advisor for personalized advice.

The Formula Explained

\[ \text{Rebalance Amount} = \text{Target Allocation} \times \text{Total Portfolio Value} - \text{Current Value} \]

Glossary of Terms

Example: A Step-by-Step Guide

Consider a portfolio with $50,000 in Asset 1, $30,000 in Asset 2, and $20,000 in Asset 3. If your target allocation is 50%, 30%, and 20%, respectively, this tool will help you calculate the amount to buy or sell for each asset to achieve the target allocation.

Frequently Asked Questions (FAQ)

What is portfolio rebalancing?

Portfolio rebalancing involves realigning the weightings of a portfolio of assets to maintain a desired risk level.

How often should I rebalance my portfolio?

This depends on your investment strategy, but common intervals are quarterly or annually.

What is a target allocation?

A target allocation is the intended distribution of assets in your portfolio, usually based on your risk tolerance and investment goals.

Does rebalancing incur costs?

Yes, rebalancing can incur transaction fees, taxes, and other costs.

Can rebalancing improve returns?

While not guaranteed, rebalancing can help manage risk and potentially improve long-term returns.

Audit: Complete
Formula (LaTeX) + variables + units
This section shows the formulas used by the calculator engine, plus variable definitions and units.
Formula (extracted LaTeX)
\[','\]
','
Formula (extracted LaTeX)
\[\text{Rebalance Amount} = \text{Target Allocation} \times \text{Total Portfolio Value} - \text{Current Value}\]
\text{Rebalance Amount} = \text{Target Allocation} \times \text{Total Portfolio Value} - \text{Current Value}
Formula (extracted text)
\[ \text{Rebalance Amount} = \text{Target Allocation} \times \text{Total Portfolio Value} - \text{Current Value} \]
Variables and units
  • T = property tax (annual or monthly depending on input) (currency)
Sources (authoritative):
Changelog
Version: 0.1.0-draft
Last code update: 2026-01-19
0.1.0-draft · 2026-01-19
  • Initial audit spec draft generated from HTML extraction (review required).
  • Verify formulas match the calculator engine and convert any text-only formulas to LaTeX.
  • Confirm sources are authoritative and relevant to the calculator methodology.
Verified by Ugo Candido on 2026-01-19
Profile · LinkedIn
, ', svg: { fontCache: 'global' } };

Portfolio Rebalancing Calculator

Calculate buy/sell adjustments to bring your portfolio back to target allocation.

Calculator

Results

Asset 1 $0.00
Asset 2 $0.00
Asset 3 $0.00

Data Source and Methodology

All calculations are strictly based on financial theories and methodologies to ensure accurate results. Please consult with a financial advisor for personalized advice.

The Formula Explained

\[ \text{Rebalance Amount} = \text{Target Allocation} \times \text{Total Portfolio Value} - \text{Current Value} \]

Glossary of Terms

Example: A Step-by-Step Guide

Consider a portfolio with $50,000 in Asset 1, $30,000 in Asset 2, and $20,000 in Asset 3. If your target allocation is 50%, 30%, and 20%, respectively, this tool will help you calculate the amount to buy or sell for each asset to achieve the target allocation.

Frequently Asked Questions (FAQ)

What is portfolio rebalancing?

Portfolio rebalancing involves realigning the weightings of a portfolio of assets to maintain a desired risk level.

How often should I rebalance my portfolio?

This depends on your investment strategy, but common intervals are quarterly or annually.

What is a target allocation?

A target allocation is the intended distribution of assets in your portfolio, usually based on your risk tolerance and investment goals.

Does rebalancing incur costs?

Yes, rebalancing can incur transaction fees, taxes, and other costs.

Can rebalancing improve returns?

While not guaranteed, rebalancing can help manage risk and potentially improve long-term returns.

Audit: Complete
Formula (LaTeX) + variables + units
This section shows the formulas used by the calculator engine, plus variable definitions and units.
Formula (extracted LaTeX)
\[','\]
','
Formula (extracted LaTeX)
\[\text{Rebalance Amount} = \text{Target Allocation} \times \text{Total Portfolio Value} - \text{Current Value}\]
\text{Rebalance Amount} = \text{Target Allocation} \times \text{Total Portfolio Value} - \text{Current Value}
Formula (extracted text)
\[ \text{Rebalance Amount} = \text{Target Allocation} \times \text{Total Portfolio Value} - \text{Current Value} \]
Variables and units
  • T = property tax (annual or monthly depending on input) (currency)
Sources (authoritative):
Changelog
Version: 0.1.0-draft
Last code update: 2026-01-19
0.1.0-draft · 2026-01-19
  • Initial audit spec draft generated from HTML extraction (review required).
  • Verify formulas match the calculator engine and convert any text-only formulas to LaTeX.
  • Confirm sources are authoritative and relevant to the calculator methodology.
Verified by Ugo Candido on 2026-01-19
Profile · LinkedIn
]], displayMath: [['\\[','\\]']] }, svg: { fontCache: 'global' } };, svg: { fontCache: 'global' } };

Portfolio Rebalancing Calculator

Calculate buy/sell adjustments to bring your portfolio back to target allocation.

Calculator

Results

Asset 1 $0.00
Asset 2 $0.00
Asset 3 $0.00

Data Source and Methodology

All calculations are strictly based on financial theories and methodologies to ensure accurate results. Please consult with a financial advisor for personalized advice.

The Formula Explained

\[ \text{Rebalance Amount} = \text{Target Allocation} \times \text{Total Portfolio Value} - \text{Current Value} \]

Glossary of Terms

Example: A Step-by-Step Guide

Consider a portfolio with $50,000 in Asset 1, $30,000 in Asset 2, and $20,000 in Asset 3. If your target allocation is 50%, 30%, and 20%, respectively, this tool will help you calculate the amount to buy or sell for each asset to achieve the target allocation.

Frequently Asked Questions (FAQ)

What is portfolio rebalancing?

Portfolio rebalancing involves realigning the weightings of a portfolio of assets to maintain a desired risk level.

How often should I rebalance my portfolio?

This depends on your investment strategy, but common intervals are quarterly or annually.

What is a target allocation?

A target allocation is the intended distribution of assets in your portfolio, usually based on your risk tolerance and investment goals.

Does rebalancing incur costs?

Yes, rebalancing can incur transaction fees, taxes, and other costs.

Can rebalancing improve returns?

While not guaranteed, rebalancing can help manage risk and potentially improve long-term returns.

Audit: Complete
Formula (LaTeX) + variables + units
This section shows the formulas used by the calculator engine, plus variable definitions and units.
Formula (extracted LaTeX)
\[','\]
','
Formula (extracted LaTeX)
\[\text{Rebalance Amount} = \text{Target Allocation} \times \text{Total Portfolio Value} - \text{Current Value}\]
\text{Rebalance Amount} = \text{Target Allocation} \times \text{Total Portfolio Value} - \text{Current Value}
Formula (extracted text)
\[ \text{Rebalance Amount} = \text{Target Allocation} \times \text{Total Portfolio Value} - \text{Current Value} \]
Variables and units
  • T = property tax (annual or monthly depending on input) (currency)
Sources (authoritative):
Changelog
Version: 0.1.0-draft
Last code update: 2026-01-19
0.1.0-draft · 2026-01-19
  • Initial audit spec draft generated from HTML extraction (review required).
  • Verify formulas match the calculator engine and convert any text-only formulas to LaTeX.
  • Confirm sources are authoritative and relevant to the calculator methodology.
Verified by Ugo Candido on 2026-01-19
Profile · LinkedIn