Portfolio Rebalance Calculator

Dollar targets and buy/sell amounts to bring each holding back to its target weight.

Fund 1 current value ($)

Fund 1 target weight

Fund 2 current value ($)

Fund 2 target weight

Fund 3 current value ($)

Fund 3 target weight

Fund 4 current value ($)

Fund 4 target weight

Calculating…

Current (gray) vs. target (orange) dollars per fund.

Assumption check

For 401(k)s and brokerage accounts: enter what you hold and where you want it, and the tool names the trades.

The Investor Stats Cheat Sheet

A free two-page PDF: expected value, Kelly sizing, Sharpe, sample-size math, and how to read a p-value without fooling yourself. Plus new tools as they ship.