Portfolio rebalancer calculator
Portfolio Rebalancer
New money
New investment ($)
Added on top of current balances before calculating targets
Current Balances
Domestic stocks ($)
Int'l stocks ($)
Bonds ($)
Target allocation
Domestic stocks (%)
%
Int'l stocks (%)
%
Bonds (%)
%
Targets must sum to 100%
Calculate Rebalance
Current allocation
Domestic stocks
-
International stocks
-
Bonds
-
Total Portfolio
-
Allocation vs targets
Domestic stocks
-
International stocks
-
Bonds
-