1 What you hold now, and where you want it
For each holding: search or type its name (stocks, ETFs and crypto suggest as you type — or type anything, like “Cash” or “My pension”), then its current value and the target % you want it to become. Targets should add up to 100%.
Holding — search or typeCurrent valueNow % · autoTarget % · you set
Target total: 0%
2 How to rebalance
Method
Full rebalance — buys and sells whatever it takes so every holding lands exactly on its target.
Only invest new cash — never sells. It spends just the new cash you add on your underweights (tax-smart), getting as close to target as it can.
New cash to invest
$
Optional. Money you're adding — deployed to your underweights first.
How exact do you want it? optional
pts
Small differences aren’t worth trading. This leaves holdings that are already close to your target alone, so you only make the trades that matter. (pros call it a drift-tolerance band, in percentage points.)
Drift happens — markets move, your mix slips
Fill in your holdings and target percentages above, then hit Show my trades. You'll get the exact buys and sells to snap back to target, and see your allocation settle into place.
The trades
Allocation
Now
After
Educational — not financial advice. Trades are computed purely from the values and targets you enter. This tool ignores fees, taxes, spreads and minimum lot sizes — check them before trading.
All figures in your own currency. Pure math from your inputs — no market data, no accounts, nothing leaves your browser.