Calculate rebalancing trade amount from your own figures.
Calculated in your browser. No account required. Illustrative estimate. Review the assumptions before using the result.View calculation table
How this calculation works
Trade_i = Target weight_i×Portfolio value − Current value_i
Enter the labelled inputs. Percent fields use 5 for 5%. Positive means buy; negative means sell.
A worked example
Target weight: 40 %; Total portfolio: 100000 USD; Current holding value: 30000 USD. Rebalancing trade amount: 10,000 USD.
Assumptions and limitations
Positive means buy; negative means sell. All monetary inputs must use one currency and time period unless conversion is explicit. Manual inputs only; no live prices or official rule tables.
Common questions
Why can my actual result differ?
Positive means buy; negative means sell. All monetary inputs must use one currency and time period unless conversion is explicit. Manual inputs only; no live prices or official rule tables.
Are my inputs saved?
The calculator code processes inputs within your browser and does not send them to our server or save them in browser storage. Downloads and copied summaries remain under your control.