Portfolio Rebalance Calculator

Dollar targets and buy/sell amounts to bring each holding back to its target weight.

Fund 1 current value ($)

Fund 1 target weight

Fund 2 current value ($)

Fund 2 target weight

Fund 3 current value ($)

Fund 3 target weight

Fund 4 current value ($)

Fund 4 target weight

Calculating…

Current (gray) vs. target (orange) dollars per fund.

Assumption check

For 401(k)s and brokerage accounts: enter what you hold and where you want it, and the tool names the trades.

The Investor Stats Cheat Sheet

A free three-page PDF: breakeven win rates, stop-loss sizing, volatility drag, reverse valuation, and how to tell a real track record from noise. Plus new tools as they ship.