Portfolio Rebalancing Calculator

How to use this calculator

Enter current values for stocks, bonds, and cash plus your target stock percentage. The calculator estimates target stock dollars and how much stock exposure may need to change.

When this calculator is useful

• Checking portfolio drift
• Understanding risk after market moves
• Creating a starting point for a rebalance review

Important limitations

Taxes, account location, transaction costs, and full asset-allocation policy should be reviewed before trading.

For best results, run at least three cases: a conservative case, a middle case, and a stretch case. If a small change in inputs creates a big change in the answer, that is a sign the decision may be sensitive to rates, fees, timing, or market performance.