Portfolio Rebalancer
Calculate exactly what to buy and sell to rebalance
Calculator
Rebalance Your Portfolio
Enter your current holdings and target allocations.
Frequently Asked Questions
How often should I rebalance?
Most advisors recommend rebalancing once or twice a year, or when any asset drifts more than 5 percentage points from its target. More frequent rebalancing can trigger unnecessary tax events. Many people rebalance on a set schedule like January 1st and July 1st.
Portfolio Rebalancer
Calculate exactly how to rebalance your portfolio to match your target asset allocation.