Free portfolio tool

    Portfolio rebalance calculator

    Calculate whole-share buys and sells from current holdings, prices, target weights, cash, and a cash reserve. Positive quantities are buys; negative quantities are sells. Untargeted holdings are not treated as sales. Switch to new cash only to spend available cash on the most underweight holdings without selling anything.
    SymbolSharesPriceTarget %Trade
    BUY 7
    BUY 51

    Calculation

    VTI · 54.6% → 60%BUY 7
    BND · 21.1% → 30%BUY 51

    Targets are percentages of invested capital after reserving 5% of total portfolio value as cash. Whole shares are rounded toward zero. This estimate does not use live quotes, tax lots, fees, open orders, or brokerage data.

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