Portfolio Allocation Calculator
Enter each asset's current value and target weight. See your allocation at a glance, compare current vs target with donut charts, and get exact buy/sell amounts to rebalance.
How to use
Add each holding with its current value and target weight %. Targets should total 100%. The charts and table update instantly to show your current allocation, target allocation, and the trades needed to rebalance.
| Asset | Current | Current % | Target % | Target value | Action |
|---|
Action: Buy = add this amount; Sell = reduce by this amount to reach target.
How rebalancing works
Total value = sum of all current values. Current weight % = (asset value ÷ total) × 100. Target value = total × (target % ÷ 100). Rebalance = target value − current value: positive means buy that amount, negative means sell. Ensure your target percentages add up to 100% for a consistent plan.
This tool is for education and planning only. Not investment advice.