Portfolio rebalancing calculator
Type the value of each asset class and the minimum and maximum you allow it. The calculator shows which classes sit inside their range and how many points outside the others are.
Your asset classes
Try a change
Add to or subtract from one class and see every share before and after.
Change
Result
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Type a value and a range for at least one class and the result appears here.
What is a rebalancing band?
A rebalancing band is the minimum and maximum share of your portfolio that you allow one asset class to hold. A class inside its band is within your rule. A class outside it is the one your rule says to look at.
How do people set the bands?
Two ways are common. This page does not favor either, and you can type either one as a minimum and a maximum.
- Absolute: a fixed number of percentage points on each side of a target.
- Relative: a fixed fraction of the target, so a larger class gets more room in points.
When is a band checked?
Some people check on a calendar, at dates they choose. Others check against the band, whenever a class leaves it. Many do both. Allocait checks each range whenever it reads your holdings, in the app or through a connected agent, and it sends no alerts.
How do I rebalance without selling?
Some people direct new money to the class that sits below its range. To see that here, add a value to one class in the change row and read every share before and after. The total moves by the same amount.
How does the calculator work?
Each share is a class value divided by the total of the values you typed. A share exactly on a limit is inside the range. A class with only a minimum has no maximum, and a class with only a maximum has no minimum. A class with a value and no range is not monitored.
Nothing you type leaves your browser. The link to a result holds your numbers after a hash mark, which a server never receives.
What does it not do?
It fills in no range, no amount and no trade, and it fetches no price. It states where the numbers you typed stand against the ranges you typed.
Where to go next
- Rebalancing bands: what absolute and relative bands are, with a worked example
- Pre-trade check: how Allocait states a proposed change against your own ranges
- Position size calculator: shares from a stop loss and the risk you accept
Check your ranges on your own holdings
Set your ranges once. Allocait checks every holding against them, in the app or through your AI agent.
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