Build a target portfolio mix, measure drift, and compute rebalancing trades. Model risk profiles, age-based rules, and contribution-only rebalancing with exportable schedules.
Target MixDrift ModelRebalance TradesCSV Export
Portfolio Allocation, Drift & Rebalancing Planner
Set targets, enter current holdings, and get a precise rebalancing plan. Include contribution-only rebalancing and drift projections using expected returns.
Target Stocks
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Target Bonds
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Target Cash
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Target Real Estate
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Target Alternatives
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Total Allocation %
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Use targets as a guide, then rebalance when drift exceeds your chosen threshold. Many investors prefer a mix of schedule-based and threshold-based rebalancing.
Portfolio Total
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Max Drift (pp)
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Rebalance Needed?
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Trades Summary
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Total Buy Amount
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Total Sell Amount
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Asset
Current
Current %
Target %
Target Value
Trade
Trades assume you can buy and sell without friction. Consider taxes, fees, bid-ask spreads, and account restrictions before executing.
New Portfolio Total
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Remaining Cash Unallocated
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Max Drift After Allocation (pp)
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Rule Used
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Total Added
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Normalization
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Asset
Before
Add
After
After %
Target %
Contribution-only rebalancing can reduce selling. If a single contribution cannot fully fix drift, repeated contributions or periodic full rebalancing may be needed.
Ending Portfolio Value
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Ending Stocks %
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Ending Bonds %
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Ending Cash %
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Rebalances Triggered
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Mode
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Period
Date
Total
Stocks %
Bonds %
Cash %
RE %
Alt %
Rebalanced
Expected returns are assumptions for planning. Real returns vary and can cause drift to behave very differently than projections.
The schedule tab exports the last calculated table from each mode. Run a calculation first (targets, rebalance, contributions, or drift), then export here if needed.
