Two-Asset Rebalance Calculator
Enter two assets' current values and A's target weight to compute target values and required trades.
Results
Fill in the inputs and click Calculate.
- Target A
- –
- Target B
- –
- A Diff
- –
- B Diff
- –
Risk disclaimer
This calculator provides planning references, not investment advice.
What does rebalancing do?
When drift pushes weights off target, you trim the overweight asset and top up the underweight one.
Positive difference means buy; negative means sell.
How to use
- Enter the current values of assets A and B.
- Enter A's target weight in percent (B takes the rest).
- Click Calculate to see targets and the A/B trade differences.
Formula
- Total = A + B
- Target A = Total × A%; Target B = Total − Target A
- Diff = Target − Current (buy if positive, sell if negative)
Example
A=800, B=200, target A 50% → targets 500/500; sell 300 A, buy 300 B.
At 70%: target A 700, sell 100 A, buy 100 B.
FAQ
Fees included?
No. Real rebalancing costs trading fees; overtrading can erode returns.
More than two assets?
This is a two-asset example; generalize by applying target weights per asset.