Portfolio Rebalancing Calculator
Calculate how much to buy or sell of each crypto asset to restore your target portfolio allocation.
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How to use this calculator
- 1
Enter the name and current USD value for each of your three assets.
- 2
Set your target allocation percentage for each asset (must total 100%).
- 3
The calculator shows the current allocation and how much to buy or sell to rebalance.
Frequently asked questions
How often should I rebalance my crypto portfolio?
Many investors rebalance quarterly or when any asset drifts more than 5% from its target. More frequent rebalancing incurs higher fees.
Can I add more than three assets?
This tool supports three assets. For larger portfolios, run the calculation in pairs or use a dedicated portfolio tracker.
Portfolio Rebalancing Calculator
How to use the portfolio rebalancing calculator
Use this portfolio rebalancing calculator to find out how much to buy or sell in each asset class to restore your target allocation. Enter your current holdings and target percentages above, then see the exact trades needed. Free, private, and instant on any device — no account or download required.
How the portfolio rebalancing calculator works
The portfolio rebalancing calculator computes the difference between your current allocation percentages and your target percentages, then calculates the dollar amount to buy or sell in each asset to reach the target. All math runs locally in your browser — no portfolio data is sent to any server.
What is this tool?
Enter current values and target allocations for up to three crypto assets and get precise buy/sell instructions to restore your ideal portfolio balance.
How to interpret results
Assets showing a positive adjustment need buying and negative ones need selling. Execute the trades in order of size to minimise transaction costs.
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Results are estimates for informational purposes only and do not constitute professional financial, medical, legal, or technical advice. Read full disclaimer →