Portfolio Rebalancing Calculator

Calculate buy/sell amounts to rebalance portfolio to target allocation.

Stocks ($)

Bonds ($)

Cash ($)

Target Stocks %

Target Bonds %

Target Cash %

Total Portfolio

$100,000.00

Rebalancing Actions

Stocks (65%)	Sell $5,000.00
Bonds (25%)	Buy $5,000.00
Cash (10%)	Buy $0.00

Use the Portfolio Rebalancing Calculator above to calculate your results. Enter your values and see instant results — all calculations run in your browser.

Disclaimer: This calculator is for informational purposes only and does not constitute tax, financial, or legal advice. Results are estimates based on the information you provide and current rates. Always consult a qualified tax professional or financial advisor for advice specific to your situation.

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