Calculators

Portfolio rebalancer

Runs in your browser

Plan new contributions or a full rebalance across multiple accounts while keeping portfolio details in your browser.

Current holdings

Account	Account type	Holding	Asset class	Value
Account	Account type	Holding	Asset class	Value
	Taxable		Stocks	$
	Tax-advantaged		Bonds	$
	Taxable		Cash	$
	Taxable		Crypto	$

Target allocation100.0%

Plan

Planning mode

Use contributions

Full rebalance

New cash available

Contribution account

Brokerage

Directs new cash to underweight classes without selling.

Current portfolio

$75,000.00

After contribution

$80,000.00

Remaining allocation drift

3.75%

Projected allocation

Asset class	Current	Target	After plan
Asset class	Current	Target	After plan
Stocks	56.00%	60.00%	57.19%$48,000.00 target
Bonds	24.00%	25.00%	24.06%$20,000.00 target
Cash	10.67%	10.00%	10.00%$8,000.00 target
Crypto	9.33%	5.00%	8.75%$4,000.00 target

Suggested actions

BuyStocksBrokerage$3,750.00

BuyBondsBrokerage$1,250.00

Suggested transactions are category-level planning estimates. The tax-advantaged-first sale order is an editable planning assumption, not tax advice; verify taxes, account restrictions, fees, and tradable quantities before acting.

Loading page…