Is my portfolio data stored on the server or kept private?

The calculator is designed to be private; calculations run using your inputs without storing your portfolio data on the site's servers.

Can I rebalance a portfolio with only one asset?

No, the tool requires at least two assets to perform a rebalance, as it needs multiple holdings to compare against target allocations.

What does the 'Allow fractional shares' option do?

When enabled, the calculator can suggest trades that include fractional shares to more precisely reach your target allocation percentages.

Do I need to know my exact target allocation percentages to use this tool?

Yes, you must enter target allocation percentages for each asset in your portfolio, and the total must equal 100% for the calculator to work.

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Asset Allocation Planner Calculator

Provided byPortfolio Rebalancerportfolio-rebalancer.app

Free, private portfolio rebalancing calculator that uses your holdings, targets, and cash constraints to produce buy/...

One of 6 options for Asset Allocation Planner Calculator

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Screenshot of Asset Allocation Planner Calculator on Portfolio Rebalancer — portfolio-rebalancer.appOpen the live tool →

About this tool

What Asset Allocation Planner Calculator does

The Portfolio Rebalancer is a free, private calculator that takes your current holdings, target allocations, and cash constraints to generate buy or sell recommendations. It produces an instant overview of how your portfolio is distributed across styles, regions, and sectors, helping you see where you stand relative to your goals. The site emphasizes privacy by running calculations locally and offers a clean interface for entering custom portfolios, with options to load or save data for future adjustments.

Step by step

How to use the Portfolio Rebalancer Asset Allocation Planner Calculator

1
Enter your current portfolio by adding assets with their symbol, current price, units held, and target allocation percentage
2
Set your rebalance options, including cash available, percent to withdraw, and whether to allow fractional shares or restrict trades to buy/sell only
3
Click Calculate Rebalance to receive instant buy/sell guidance based on your inputs and constraints
4
Review the results showing recommended trades to bring your portfolio closer to target allocations
5
Save or load your portfolio data if you want to run the calculator again later without re-entering information

Is it right for you

Best for

Investors who want a private, free way to analyze and rebalance their existing portfolio without needing to create an account or share data externally.

Limitations

Requires at least two assets to run a rebalance calculation
No automatic bank or brokerage integration; all data must be entered manually
Results depend on the accuracy of the user-entered prices and target percentages

Questions

Asset Allocation Planner Calculator FAQ

Is my portfolio data stored on the server or kept private?: The calculator is designed to be private; calculations run using your inputs without storing your portfolio data on the site's servers.
Can I rebalance a portfolio with only one asset?: No, the tool requires at least two assets to perform a rebalance, as it needs multiple holdings to compare against target allocations.
What does the 'Allow fractional shares' option do?: When enabled, the calculator can suggest trades that include fractional shares to more precisely reach your target allocation percentages.
Do I need to know my exact target allocation percentages to use this tool?: Yes, you must enter target allocation percentages for each asset in your portfolio, and the total must equal 100% for the calculator to work.

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