Portfolio Rebalancing Calculator
Find out exactly how much of an asset to buy or sell to bring it back to your target allocation.
Result
Enter values to see the result.
How to use the Portfolio Rebalancing Calculator
- 1Enter your Total portfolio value (in USD).
- 2Enter your Current value of this asset (in USD).
- 3Enter your Target allocation (in %).
- 4The result and full breakdown update instantly β no signup, no waiting, and your numbers never leave your browser.
About the Portfolio Rebalancing Calculator
Find out exactly how much of an asset to buy or sell to bring it back to your target allocation. It's a free tool in our portfolio tools collection on TheCryptoTools, runs entirely in your browser, and works on mobile. If you found it useful, try Average Entry Price Calculator, Crypto Capital Gains Tax Calculator and Price Target Calculator (Reach Your Goal).
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Frequently asked questions
οΌWhat is portfolio rebalancing?
Rebalancing brings each asset back to its target weight by buying underweight assets and selling overweight ones.
οΌHow much should I buy or sell?
Target value = total portfolio Γ target %. Buy or sell the difference between that and the asset's current value.
οΌHow often should I rebalance?
Common approaches are calendar-based (e.g. quarterly) or threshold-based (when an asset drifts more than 5% from target).
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For educational purposes only. Portfolio Rebalancing Calculator results are estimates, not financial advice.