How to use the Portfolio Rebalancing Calculator

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

Calculation formula

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

Recommended steps

1. Enter values using the units shown beside each field.
2. Review whether the example assumptions match your situation.
3. Run the calculator and compare the key metrics.
4. Use the source data or official rates when precision matters.

Known limitations

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