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⚖ Free Calculator
Portfolio Rebalancing Calculator
Compare your current portfolio with a target allocation and calculate how much to buy, sell, or direct from new contributions.
Current Portfolio
Stocks
Bonds
Property or REITs
Cash
Other Investments
New Cash Available to Invest
Target Allocation
Target Stocks (%)
Target Bonds (%)
Target Property (%)
Target Cash (%)
Target Other Investments (%)
Calculate Rebalancing Plan →
Portfolio After New Cash
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Enter your current and target allocations