Portfolio Rebalancer
Your portfolio drifts every day. Enter your holdings and target allocations, and see exactly what to buy and sell to get back on track — including how to deploy new cash to minimize selling.
Portfolio drift score
13.3pts
$67,500 current · $67,500 total
Moderate drift — consider rebalancing
Holdings
New money to deploy (optional)
Current vs target allocation
| Asset | Current | Target | Drift | Action |
|---|---|---|---|---|
| Stocks | $45,000 (66.7%) | $40,500 (60.0%) | +6.7pp | Sell $4,500 |
| Bonds | $12,000 (17.8%) | $13,500 (20.0%) | -2.2pp | Buy $1,500 |
| International | $8,000 (11.9%) | $10,125 (15.0%) | -3.1pp | Buy $2,125 |
| Cash | $2,500 (3.7%) | $3,375 (5.0%) | -1.3pp | Buy $875 |
| Net · 4 trades | +$4,500 · −$4,500 | |||
5% drift rule triggered
Stocks has drifted more than 5 percentage points from target.
Many advisors use a ≥5pp threshold to trigger rebalancing. Your drift score of 13.3 confirms action is warranted.
Numbers never leave your browser · Not investment advice
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