Allocation / FREE TOOL
Portfolio Rebalancing Calculator
Compare three current holdings with your chosen target weights after adding cash.
Your assumptions
Defaults are illustrative. Use one consistent currency.
THE RESULT
Choose your assumptions and calculate.
Model output, not a forecast. Read the assumptions below.
How the calculation works
Target holding = (current portfolio + new cash) × target weight. Adjustment = target holding − current holding.
Worked example
With holdings 5,000 / 3,000 / 2,000 and targets 60% / 30% / 10%, adjustments are +1,000 / 0 / −1,000.
Continue your calculation
Risk
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Convert a chosen cash risk limit and stop distance into units for a linear instrument.
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