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 enter first for portfolio rebalancing?
Enter current holdings, target weights, and account value first. Then review buy and sell amounts after confirming whether cash, tax, and trading constraints apply.
Why can portfolio rebalancing results differ from nearby tools?
Differences usually come from current holdings, target weights, cash, taxes, and trade constraints. Match those assumptions before comparing this result with another CalcBE page, spreadsheet, or external tool.