Every Dollar Grows / Free Investing Tools

Portfolio Rebalancing Calculator

Rebalance with clarity.

Use this portfolio rebalancing calculator to compare current and target allocations, see exactly what to buy or sell, and save or print your investment plan. Import holdings from CSV or adjust the example below.

Private, browser-based calculations · No account required
Live portfolio snapshotEXAMPLE DATA
$50,000
3 holdings · Current market values
Loading allocation…
Largest allocation drift15.0 pp
Portfolio value
$50,000
Current holdings
Largest drift
15.0 pp
Above target range
Proposed buys
$7,500
To improve allocation
Proposed sells
$7,500
Zero in contribution-only mode
01 · Visual overview

Your allocation, at a glance

Compare where your money is today, where you want it, and how the proposed plan changes it.

02 · Build your portfolio

Your holdings

Edit the example or import your own CSV. Value overrides shares × price when provided.

TickerHoldingSharesPrice $Value $Target %
Targets total 100%
03 · Choose your method

Rebalancing strategy

Choose how the plan can move money.

Reach your target allocation

Calculates the investments to buy and sell to reach your targets, assuming fractional shares and no fees.

Saved portfolios stay in this browser. Export a backup to move them to another device.

04 · Allocation health

What’s out of balance?

Left: underweight. Right: overweight.

Change a target or holding value to see how your allocation changes.
05 · Your next move

Proposed transactions

Dollar amounts update with your strategy.

These estimates do not place trades.
06 · Detailed plan

Your rebalancing instructions

Export the proposed transactions, or print a report with charts and allocation details.

InvestmentNowTargetActionAmountEst. sharesAfter
Projected mixNet contribution: $0

How the Portfolio Rebalancing Calculator Works

Enter holdings, choose target weights, and review the recommended buy and sell amounts or contribution-only plan.

01 · Import or enter holdingsCSV upload or manual values.
02 · Set your targetsTarget percentages must total 100%.
03 · Export or printUse the plan as a decision worksheet.
Related investing resources

Make your next investing decision

Use these guides and tools when you want help choosing an allocation, starting a portfolio, or comparing investment options.

Investing for Beginners Learn allocation, diversification, investment accounts, and long-term portfolio habits. Explore the investing guide → Beginner Portfolio Builder Need help choosing a starting investment mix? Explore our guided portfolio workbook. See the portfolio builder → Digital Investing Tools Find more portfolio planning resources, spreadsheets, and investing tools from EDG. Browse investing tools →
Privacy-first by design.CSV and calculations stay in your browser.Save locally or export a portable backup.No brokerage credentials requested.
Every Dollar Grows · More free calculators and tools · Educational estimates only. Prices change; taxes, transaction costs, whole-share restrictions, and fund overlap are not calculated. Browser-local saves are not encrypted and should not be used on shared devices.