Portfolio Rebalancing Tool
Enter your total portfolio value, target percentages, and current dollar amounts.
Set your target percentages. They must sum to 100%.
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Enter the dollar amount in each category. Percentages are calculated automatically.
Portfolio Summary
$100,000
Total portfolio value
Adjust your target or current values to see rebalancing needs.
Allocation Comparison
| Category | Target % | Current % | Current $ | Deviation | Action |
|---|
Rebalancing Suggestions