Open the Investment Portfolio Rebalancer
Enter your current holdings and target allocation — get the exact dollar amount to buy or sell in each asset class to rebalance, plus a live pie chart.
- Free to use
- No signup
- Nothing to install
- Runs in your browser
Illustration. Open the tool for the real thing.
See it in action
The Investment Portfolio Rebalancer with sample data entered and the result showing.
What is the Investment Portfolio Rebalancer?
Enter your current holdings and target allocation — get the exact dollar amount to buy or sell in each asset class to rebalance, plus a live pie chart.
Fill in the fields and the page works out the result for you.
3 steps to your result
Open the tool and follow along. Nothing to install.
What you get
Part of the Investment & Interest group of AZRS calculators.
AZRS tools are free to open and use.
It opens in your browser, so there is nothing to download.
Used for
Pick one to see how it fits.
Planning
Enter your current holdings and target allocation — get the exact dollar amount to buy or sell in each asset class to rebalance, plus a live pie chart.
Try it freeHow it compares
A plain look at this tool next to the usual alternative.
| This calculator | Desktop software | |
|---|---|---|
| Install | Nothing to install | Usually an app or program to install |
| Account | No signup | Depends on the product |
| Cost | Free to use | Free or paid, depends on the product |
| Where it runs | In your browser tab | On your computer |
Questions people ask
What does the Investment Portfolio Rebalancer do?
Enter your current holdings and target allocation — get the exact dollar amount to buy or sell in each asset class to rebalance, plus a live pie chart.
Is the result financial advice?
No. It is an estimate to help you plan. Check important decisions with a qualified professional.
Do I need an account to use the Investment Portfolio Rebalancer?
No. Open the page and enter your numbers.
How do I use the Investment Portfolio Rebalancer?
1. Open the Investment Portfolio Rebalancer. 2. Enter the values it asks for. 3. Read the result shown below the fields.
Who is it for?
Planning: Enter your current holdings and target allocation — get the exact dollar amount to buy or sell in each asset class to rebalance, plus a live pie chart.
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Try the Investment Portfolio Rebalancer now
Enter your current holdings and target allocation — get the exact dollar amount to buy or. Free to use.
Try it free