How to use
- Enter asset name, current amount, and target weight (%).
- Set additional cash (contribution/withdrawal) and trading constraint.
- Review before/after allocation, trade list, drift, and charts.
Inputs
Result
Before / After allocation
| Asset | Before amount | Before weight | Target weight | Target amount | Trade | After amount | After weight | Drift before | Drift after |
|---|
Trades
| Asset | Action | Amount | After amount | After weight |
|---|
Allocation charts
FAQ
Must target weights sum to 100%?
Yes. The calculator validates that target weights are effectively 100%.
What happens in buy-only mode with no contribution?
No trades are executed and a warning is shown.
Can additional cash be negative?
Yes (withdrawal), but some constraints may make the problem infeasible.
What should I do first on this page?
Start with the minimum required inputs or the first action shown near the primary button. Keep optional settings at defaults for a baseline run, then change one setting at a time so you can explain what caused each output change.
Why does this page differ from another tool?
Different pages often use different defaults, units, rounding rules, or assumptions. Align those settings before comparing outputs. If differences remain, compare each intermediate step rather than only the final number.