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CATCO Tools

Portfolio Rebalancing Calculator

Translate current holdings and target percentages into clear buy and sell instructions.

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PORTFOLIO ALLOCATION
ASSETCURRENT VALUETARGET %
REBALANCE ORDERS
PORTFOLIO TOTAL $10,000.00TARGET TOTAL 100%
SELLStocks$1,000.00TARGET $6,000.00 / 60%
HOLDCrypto$0.00TARGET $2,000.00 / 20%
BUYCash$1,000.00TARGET $2,000.00 / 20%
  1. 01

    Target allocation check

  2. 02

    Buy and sell deltas

  3. 03

    Portfolio total validation

Ignores taxes, spreads and account restrictions. Review trades before execution.

Overview

About this tool

A portfolio rebalancing calculator compares each holding's current value with its target share of total portfolio value. The difference becomes a buy or sell amount needed to restore the planned allocation.

Method

How it works

Target value = total portfolio value × target percentage. Rebalance amount = target value − current value; positive values are buys and negative values are sells.

Inputs and outputs used by the Portfolio Rebalancing Calculator
ParameterHow it is used
AssetLabels each portfolio holding.
Current valueMeasures the existing allocation.
Target percentageDefines the desired portfolio weight.
Portfolio totalSets target currency values.
Worked example

Restore a 60/40 allocation

A $10,000 portfolio holds $7,000 in stocks and $3,000 in bonds. Targets are 60% and 40%.

Stock target = $10,000 × 60% = $6,000. Bond target = $10,000 × 40% = $4,000.

The value-only plan sells $1,000 of stocks and buys $1,000 of bonds.

This ignores tax, fees and minimum order sizes. The 60/40 split is an example, not a recommended allocation.

How to use this tool

  1. Enter every holding and its current market value.
  2. Assign target percentages and confirm they total 100 percent.
  3. Review buy and sell deltas, then account for taxes, fees and trading restrictions.
Common questions

Frequently asked questions

How often should a portfolio be rebalanced?

Common approaches use a calendar or drift threshold, but the right frequency depends on costs, taxes, account type and investment policy.

Do target weights need to equal 100 percent?

Yes. A complete allocation should total 100 percent, including any target cash position.

Can contributions rebalance without selling?

Often yes. Directing new cash toward underweight assets can reduce drift while avoiding some taxable sales.