Portfolio Rebalancer
Calculate the trades needed to restore your target asset allocation.
Read the guide: Start InvestingYour Assets
Current Balance
Target (%)
Current Balance
Target (%)
Current Balance
Target (%)
Total Target100% ✅
Total Current ValueUS$100,000
Buys are prioritised with new cash before any sells are suggested.
Action Plan
Domestic Equities
Current 60.0% → Target 60%
Buy US$3,000
International EquitiesOff-target
Current 15.0% → Target 20%
Buy US$6,000
BondsOff-target
Current 25.0% → Target 20%
Sell US$4,000
Rule of thumb: rebalance when an asset drifts ≥5% absolute or ≥20% relative from its target.