Optimize your investment portfolio allocation and rebalancing strategies. Calculate target allocations and rebalancing recommendations to maintain your desired asset mix. Perfect for managing diversified investment portfolios.
Portfolio Holdings
Rebalancing Settings
Current vs Target Allocation
Portfolio Drift Analysis
Rebalancing Recommendations
| Asset | Current | Target | Difference | Action | Amount |
|---|---|---|---|---|---|
US Total Stock Market US Stocks | 55.6% $50,000 | 60.0% $54,000 | $0 | HOLD | - |
International Stock Index International Stocks | 22.2% $20,000 | 20.0% $18,000 | $0 | HOLD | - |
Bond Index Fund Bonds | 16.7% $15,000 | 15.0% $13,500 | $0 | HOLD | - |
Real Estate Fund Real Estate | 5.6% $5,000 | 5.0% $4,500 | $0 | HOLD | - |
Cost Analysis
Transaction Costs
Portfolio Health
Rebalancing Impact
Key Insights
Estimated tax applies only to the realized gain portion of each modeled sale: sale amount × embedded gain percentage from the entered tax basis × tax rate. Set the tax rate to 0% for a tax-advantaged account.
✅ Your portfolio is within the selected drift threshold.
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