FREE ONLINE CALCULATOR

Portfolio Rebalancing Calculator

Estimate how much stock value to buy or sell to restore a two-asset portfolio to its target allocation.

✓ Instant results ✓ Editable inputs ✓ Formula explained

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FINANCE · TOOLS

TRANSPARENT FORMULAS NO ACCOUNT REQUIRED INVESTMENT MATH

CALCULATION TOOL

Portfolio Rebalancing Calculator

Change any value and calculate again.

Uses the values you enter. No account required.

NASDAQ SYMBOL DIRECTORY

Stock Profit Calculator by Ticker

Choose a listed stock and enter your own buy and sell prices.

AAPL Apple Inc. NVDA NVIDIA Corporation MSFT Microsoft Corporation AMZN Amazon.com, Inc. GOOGL Alphabet Inc. AMD Advanced Micro Devices, Inc. TSLA Tesla, Inc. META Meta Platforms, Inc. PLTR Palantir Technologies Inc. SOFI SoFi Technologies, Inc. INTC Intel Corporation NFLX Netflix, Inc. AAL American Airlines Group, Inc. AAOI Applied Optoelectronics, Inc. AAON AAON, Inc. AARD Aardvark Therapeutics, Inc. ABAT American Battery Technology Company ABCL AbCellera Biologics Inc. ABEO Abeona Therapeutics Inc. ABLV Able View Global Inc. ABNB Airbnb, Inc. ABOS Acumen Pharmaceuticals, Inc. ABSI Absci Corporation ABTC American Bitcoin Corp.

Company names and symbols are taken from a Nasdaq listing snapshot. Stock prices, dividends, and live financial data are not supplied by this calculator.

Browse all 2,731 Nasdaq stock symbols →

HOW IT WORKS

The calculation

Target stock value = total portfolio value × target stock percentage; stock trade = target stock value − current stock value.

Read the full guide →

ASSUMPTIONS

Know the limitations

Two-asset, no-transaction-fees model. Trading can have tax implications; rebalancing does not guarantee returns.

Results are estimates derived from your inputs.

ABOUT THIS TOOL

When to use a portfolio rebalancing calculator

Estimate how much stock value to buy or sell to restore a two-asset portfolio to its target allocation.

All assumptions are visible and adjustable. Check rates and underlying data against original sources before making a decision.