Quick Guide
- Use Add Asset to add stocks, and enter Asset Name / Price per Share / Quantity Held / Target Weight.
- Enter Cash and Cash Target Weight (%). The sum of target weights (Asset + Cash) must be 100%.
- Enter the Buy/Sell Transaction Cost (%) to reflect fees, taxes, and spreads.
- Click Calculate Rebalancing to generate the Current vs Rebalanced chart and the Trade Suggestion Table.
Enter transaction cost (fees, taxes, spread) as a percentage.
Validation & Execution
FAQ
- If I click Clear Storage, does it affect other tabs?
No. It only applies to the current tab. - Does the chart remain the same upon revisit?
Yes. The valuation and weight per asset at the time of calculation are saved and restored upon revisit. - What if the sum of target weights is not 100%?
It will be indicated as an error, and the calculation will stop. Adjust the weights so the sum is 100%. - Are decimals allowed for Quantity Held?
No. Decimals are not allowed. - Can I add assets indefinitely?
There is no limit to the number of assets, but calculation time increases exponentially.
The left shows the current weight, and the right shows the rebalanced weight. Recorded based on the valuation at the time of calculation, they will be restored identically upon revisit.
Current Weight
Rebalanced Weight
Results
Not calculated yet.
Labels
- Trade : The calculated Buy/Sell action and quantity of shares required to achieve the target weights.
- Diff. : The net change in market value for this asset/cash due to the trade (fees are excluded from cash).
- Diff. (%) : The change in weight percentage from the current portfolio weight to the rebalanced weight.
- Value : The asset's market value (Shares × Price) or Cash amount after rebalancing.
- Weight : The final percentage weight of the asset or cash in the total portfolio value after rebalancing.
- Gap : The difference between the final weight and your target weight: Final Weight - Target Weight.