Free Calculator
Investment Contribution and Rebalance Calculator
Know exactly how much to buy or sell to hit your target allocation. No guesswork, no spreadsheet required.
Two ways to use this tool.
Contribution mode tells you how to put new money to work without selling anything.
Rebalance mode tells you exactly what to buy and sell to get your portfolio back to your target, whether or not you are adding new money.
Your target allocation is the percentage of your portfolio you want in each investment, for example 80% stocks and 20% bonds.
Contribution mode: You have new money to invest and do not want to sell anything. This calculator splits your contribution to bring each holding closer to its target.
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Your Holdings
| Ticker or Name | Current Value ($) | Target Allocation (%) |
|---|
Target total: 0%. Adjust to reach 100%.
Want to learn more about investing and asset allocation? Skyler covers it here:
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FPYA Podcast · Investing Episodes
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