Portfolio Rebalancing Calculator

Optimize your portfolio allocation and calculate the trades needed for rebalancing.

Enter your current portfolio holdings and target allocations to see the trades needed for rebalancing. Also check out our debt recycling calculator to optimize your investment strategy.

Portfolio Holdings

Tip: Use ASX ticker codes (e.g., CBA, VAS, A200) in the Asset/Holding Name field to automatically fetch current stock prices and calculate exact share quantities.

Rebalancing Options

Extra cash you want to add during rebalancing
Only rebalance holdings that deviate by more than this percentage
When enabled, only buy assets (no selling) to get as close as possible to target allocations. Perfect for periodic investing without triggering capital gains.
ASX Trading Tips
Best Trading Times
  • Trade: 10:30am - 3:30pm
  • Avoid: First 30 mins (9:30-10:00am)
  • Avoid: Last 30 mins (3:30-4:00pm)
Order Types
  • Always: Use limit orders
  • Marketable Limits: Few cents above ask (buy) or below bid (sell)
  • Ignore: Last traded price for low liquidity ETFs
  • Never: Use market orders
Large Purchases
  • $100k+: Break into smaller parcels
  • Don't stress: Perfect timing
  • Focus: Consistent execution
Remember
  • Prices fluctuate throughout the day
  • Marketable limits eliminate tail risk
  • Don't try to be clever with pricing
  • Small differences don't matter long-term