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Portfolio allocation
The gap between the weights wanted and the weights held, and the trades that close it
It runs entirely in this browser tab: what you type is never uploaded, and the tool makes no network request while it works. Open your browser's network panel and try it — nothing leaves the page. There is no sign-up and no account.
Settings
- Rebalancing band
- How far a weight may drift before it is worth trading. Rebalancing on every small drift costs more than it corrects. A number from 0 to 50.
- Show the trades
- What has to be bought and sold to close the gap, as an amount rather than a percentage.
How to use it
- Paste your text into the box above, or open a file.
- Adjust the settings beside it until the result is what you wanted.
- Copy the result, or save it as a file. The result updates as you type.
Questions
- Does this fetch live prices?
- No. Every price, rate and return here is one you typed in. Nothing on this page makes a network request, which is also why it cannot be out of date: there is nothing in it to go stale.
- Is tax taken into account?
- Only the rate you set. Exemptions, holding periods, what may be offset against what and how long a loss may be carried differ by country and by year, and a calculator that guessed would be wrong for almost everybody while looking authoritative.
- Is this financial advice?
- No. These are calculators: they turn the numbers you give them into other numbers. Every future rate of return is an assumption you made, and the past does not promise it — which each tool that takes one says on its own result.
- Is what I type uploaded anywhere?
- No. This page carries the whole tool as WebAssembly and runs it on your own device. Nothing you type is sent anywhere, and there is no network request to make while it works.
Other tools for portfolio
Rebalancing by deposit
A new deposit split so that nothing has to be sold — no fee and no taxable event
Fund fee impact
What a percentage point takes over thirty years, which is about a third of the pot
Regular investing
Buying at a series of prices against buying once, and the average each paid
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