Portfolio rebalancer
Calculates how much to buy or sell of each holding so that the portfolio, plus an optional contribution, ends up exactly at its target weights.
How it calculates
order_i = (total value + contribution) × weight_i − value_i
- A positive result is a buy and a negative one is a sell.
- Target weights must add up to exactly 100% and every holding needs a name.
- If the contribution is not enough to fix the drift, the tool also proposes sells.
Example
Equities 45,000 (target 80%) · bonds 5,000 (target 20%) · contribution 6,250
→ Buy 6,250 of bonds · equities unchanged
Limitations
- It does not apply tolerance bands: it always calculates the full adjustment to the target weight.
- It ignores taxes, fees and minimum order sizes.
- It is a calculation tool, not an investment recommendation.