Portfolio Rebalancing Calculator

About Portfolio Rebalancing Calculator

The Portfolio Rebalancing Calculator helps you maintain your desired asset allocation by calculating the necessary adjustments to your portfolio. This tool ensures your investments stay aligned with your target strategy and risk tolerance.

Portfolio Allocation

Set target allocation percentages for each asset in your portfolio

Investment Tracking

Track current investment amounts and values for each asset

Rebalancing Targets

Calculate required adjustments to reach target allocations

Performance Monitoring

Monitor portfolio performance and rebalancing needs

Customization Options

Customize decimal handling and total investment amount

Use this calculator to maintain your target asset allocation, track your portfolio's performance, and make informed decisions about rebalancing your investments.