Portfolio Rebalancer

Portfolio

Holding Name Current Amount Target Allocation Action Amount

Portfolio Rebalancing Methodology

To re-balance the provided portfolio, target allocations for each holding are computed by multiplying the provided weight by total amount of assets. The difference between the target allocation and the current holding amount is then computed for each holding. Positive values correspond to a buy action while negative values correspond to a sell action.

This tool is provided as is and may contain errors. This tool is not an official form of financial advice. Use at your own risk!