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Know Your Exact Trades Before You Rebalance

Enter your current and target allocation — instantly see which assets to buy and sell, the dollar amounts, transaction costs, and tax impact estimate.

Current Allocation

Target Allocation

Rebalancing Trade Plan

Asset ClassCurrentTargetDriftActionTrade Amount
⚠  Educational estimates only. Transaction costs vary by broker. Tax impact depends on your cost basis, holding period, jurisdiction, and individual circumstances. This tool does not have access to your actual account data or cost basis. For specific tax advice, consult a tax professional or financial adviser before rebalancing in taxable accounts.
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Check Your Portfolio Risk Score First

Know what risk score your current and target allocations produce before deciding on your rebalancing target.

Analyse My Risk Score →