Portfolio Rebalancer

Your holdings with editable current value and target percentage, plus the computed weight, target value and the amount to buy or sell for each. The last row adds a new position.
Symbol	Value	Weight	Target	Target Value	Buy / Sell	Actions
			%

Enter a symbol, its value and a target weight to add your first position.

How it works

Enter what you hold today and the share each holding should have. The table then shows, per holding, how much to buy or sell. The three modes differ in what they are allowed to do:

Rebalance: Sells what is above its target and buys what is below it, so the total stays the same.
No Selling: Never sells. Works out the smallest amount of new money that brings every holding back to its target, and where each part of it goes.
Add Money: Spreads an amount you enter so the whole portfolio, new money included, matches your targets. It only sells a holding that would still be above its target.

What you enter never leaves your browser and there is no account. Your holdings are saved in this browser, so they are still here next time; to move them, export a CSV file and import it on the other device.

New to this? Learn how portfolio rebalancing works