Portfolio Rebalancer

Keeps your allocation aligned with your plan after markets drift.

Asset 1 value ($)

Asset 1 target %

Asset 2 value ($)

Asset 2 target %

Asset 3 value ($)

Asset 3 target %

Asset 4 value ($)

Asset 4 target %

Trades to Rebalance

Raw ECN spreads from 0.0 pips

Frequently Asked Questions

Common cadences are annually, or when a weight drifts more than 5 percentage points from target.

Yes — trades incur fees and possible taxes. Balance discipline against turnover cost.

Often the cheapest method: direct new money to underweight assets.

Sell the overweight and buy bonds/cash to return to plan.

Add new savings to lagging assets to avoid taxable sells.

Educational tool only. Outputs are illustrative estimates, not financial advice. Investing involves risk including loss of capital.