Rebalancing
Enter each holding’s current value and target weight to see dollar trades that bring the portfolio back in line. Optionally normalize targets to 100% when weights are slightly off.
Estimates only — not financial advice.
1Input Details
Asset 1
€
%
Asset 2
€
%
Asset 3
€
%
How it works
How to use
- List each position with its current market value and desired target percentage.
- If your targets are close but do not add to 100%, turn on auto-normalize or adjust weights manually.
- Read each row’s buy/sell amount: positive means add money to that sleeve, negative means trim.
How it works
Total portfolio value is the sum of positions. Each asset’s target value = total × target %. The suggested tradeis target value minus current value—classic "sell what is overweight, buy what is underweight" rebalancing. Cash drag, tax lots, and transaction costs are not modeled.