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    Rebalance a portfolio to target weights

    Turn target weights into share-level buy and sell orders: current vs target allocation, drift, cash use and the trades needed to rebalance.

    How many shares do I buy or sell to get back to my target weights?

    Rebalancing compares each holding's current weight with its target, converts the difference into a dollar amount using total portfolio value, and divides by price to get whole-share orders. Sells fund buys; leftover cash stays as residual.

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    Target Rebalancing screen in Market Ontology
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    Whole-share rebalance preview

    3 proposed trades from the entered snapshot.

    Calculated
    AAPL
    +15 shares

    25.4% current → 35.0% target

    MSFT
    -1 shares

    36.3% current → 35.0% target

    SPY
    -9 shares

    38.3% current → 20.0% target

    • — Entered prices are reference prices.
    • — Broker support, sellable quantities, current cash, limits, and quotes are rechecked before order review.

    Deterministic whole-share planner

    Method

    • — Current weight = position market value ÷ total portfolio value (including cash).
    • — Target dollars = target weight × total value; trade dollars = target − current.
    • — Shares = trade dollars ÷ price, rounded toward zero so orders never overspend cash.
    • — Optional drift band: skip trades where |current − target| is under the threshold.

    Limits

    Ignores taxes and transaction costs unless you add them; orders are reviewed before anything is sent to a broker.

    Updated 2026-10-15

    Questions

    How often should a portfolio be rebalanced?
    Common rules are calendar (quarterly or annual) or threshold-based, trading only when a weight drifts past a band such as 5 percentage points.
    Can I rebalance with new cash only?
    Yes — directing contributions to underweight holdings avoids sells. See the cash-only rebalance tool.

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