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Portfolio Rebalancer

Compare current holdings with target percentages and see exactly what to buy and sell to rebalance.

Rebalance a portfolio

Total value: —
Largest drift: —
Total traded: —
Status: —
Write one holding per line as name, current value and target percentage. Targets are normalised when they do not add up to one hundred.

How to use the Portfolio Rebalancer

  1. List each holding as name, current value and target percentage.
  2. Check the total value, the target warning and the drift figures.
  3. Follow the buy and sell column, or copy the whole plan as text.

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Frequently Asked Questions

Common questions about the free online portfolio rebalancer.

List each holding with its current value and target percentage, and the tool works out the buy or sell amount needed for each one.
Drift is the gap between an asset current share of the portfolio and its target share. A large drift means the mix has moved away from your plan.
The tool normalises them in proportion and tells you in the status line, so a small rounding slip does not break the plan.
Each target value is the target share of the total portfolio value. The difference from the current value is the amount to buy or sell.
No. Most of the time the amounts are small, and money from the assets you trim goes straight into the ones that have fallen behind.
Many investors check once or twice a year, or whenever a holding drifts more than about five percentage points from its target.
Yes. Every figure is processed in your browser and nothing you type is uploaded, saved or shared.
Yes. It is completely free, needs no account and there are no limits on how many portfolios you check.

Last updated: October 10, 2026