Investing

Portfolio Rebalancing Calculator

How much to buy or sell to get back to your target mix.

Your numbers

Sell stocks / buy bonds

$10,000

Current stock %

70.0%

The link and the printed sheet both save your numbers, so anyone who opens them sees the same estimate.

Compare scenarios

Save your current numbers, change them, save again, and see each estimate side by side. Saved in this browser only.

How it works

Trade = current stock value − target % × total portfolio.

Sell stocks / buy bonds$10,000

Results are estimates for education only and are not investment advice.