- Set target allocations per asset and get concrete buy/sell amounts.
- Include transaction costs (fixed + percentage), so outputs are closer to real trades.
- Support drift/threshold-based rebalancing, not just always-rebalance mode.
Assumptions:
- It is allocation math, not return prediction.
- Each rebalance is a snapshot based on user-entered values.
- Taxes, slippage, and account-specific restrictions are not modeled.
I made this as one page in a broader calculator project, but this post is only about the rebalancing tool. It is prerendered and has no login. It also remembers currency/theme preferences, which helped during repeat testing.
One thing I’m not sure about yet: the wording around drift vs threshold may still be unclear, especially across EN/NL/FR/DE translations.
If you try it, I’d really value feedback on:
- calculation accuracy
- edge cases/bugs (small balances, high fees, rounding behavior)
- missing features that matter in real portfolios (lot constraints, tax-aware logic)
site: https://investment-calculator.net/portfolio-rebalancing-calc...
What I tried to do differently:
- Set target allocations per asset and get concrete buy/sell amounts. - Include transaction costs (fixed + percentage), so outputs are closer to real trades. - Support drift/threshold-based rebalancing, not just always-rebalance mode.
Assumptions:
- It is allocation math, not return prediction. - Each rebalance is a snapshot based on user-entered values. - Taxes, slippage, and account-specific restrictions are not modeled.
I made this as one page in a broader calculator project, but this post is only about the rebalancing tool. It is prerendered and has no login. It also remembers currency/theme preferences, which helped during repeat testing.
One thing I’m not sure about yet: the wording around drift vs threshold may still be unclear, especially across EN/NL/FR/DE translations.
If you try it, I’d really value feedback on:
- calculation accuracy - edge cases/bugs (small balances, high fees, rounding behavior) - missing features that matter in real portfolios (lot constraints, tax-aware logic)