Portfolio Rebalancer

Bring your portfolio back to its target allocation.

Current Distribution

Target Distribution

Settings

Rebalancing Mode

Do you want to deploy new capital or only rebalance existing capital?

Existing Capital

New Capital only (no sales)

New Capital (specific amount)

	Holding Name	Current Value ↓	Current Weight	Target Weight	Target Value	Action
		Current Value $	50.00%	Target Weight %	$1,200.00	Sell $1,800.00
		Current Value $	33.33%	Target Weight %	$1,200.00	Sell $800.00
		Current Value $	16.67%	Target Weight %	$3,600.00	Buy $2,600.00
		Portfolio Value:$6,000.00		100.00%	New Capital required:$0.00
					New Portfolio Value:$6,000.00

Holdings (3)

Current Value$Target Weight%
Current Weight: 50.00%
Target Value: $1,200.00
Sell $1,800.00
Current Value$Target Weight%
Current Weight: 33.33%
Target Value: $1,200.00
Sell $800.00
Current Value$Target Weight%
Current Weight: 16.67%
Target Value: $3,600.00
Buy $2,600.00

Portfolio Value: $6,000.00
Sum of target weights: 100.00%
New Capital required: $0.00
New Portfolio Value: $6,000.00