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.