⚖️ Portfolio Rebalancing
Enter your holdings and target allocation, and this automatically computes the optimal buy/sell path and fees.
📋 Enter Your Holdings
| Ticker | Name | Qty | Price | Currency | Category | |
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⚙️ Calculation Variables
📊 Portfolio Snapshot
Current allocation
Target allocation
Change in Portfolio Diversification
Concentration index (HHI)
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🎯 Set Target Allocation
🧾 Rebalancing Receipt
Exchange rate applied: KRW
Total portfolio value
Estimated total fees
Diversification improvement
Positions to trade
| Action | Ticker | Name | Category | Price | Trade qty | Trade amount | Fee |
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🌡️ Asset Correlation Heatmap
If you've entered 2 or more tickers, correlation is calculated using them. Otherwise it defaults to a basket of SPY, TLT, GLD, KODEX 200, and QQQ. (based on 1 year of daily returns)
⚠️ This is sample data — showing a reference sample because the live correlation lookup failed.
How Rebalancing Affects Return
Rebalancing is the discipline of mechanically buying and selling to bring a portfolio that's drifted from its target allocation back to its original risk design. It sells off some of what's risen a lot and tops up what's lagged, which has the effect of automatically selling high and buying low without emotion getting involved. This calculator takes your current holdings and target allocation and computes the trade amounts needed.
For a comparison of quarterly vs. annual cycles, band (drift-tolerance) rebalancing, and how to account for trading costs and taxes, see the complete guide to portfolio rebalancing.