Portfolio Rebalancer
Enter current holdings and target weights; see drift and the buys/sells needed to realign (without tax or lot optimization).
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Holdings
Current values vs targets
Enter market values and target weights. The tool suggests buy/sell deltas to realign (ignores taxes and lot selection).
Advanced mode
Only flag sleeves that drift wider than a rebalance band (optional).
Results
Rebalance deltas
Portfolio total
LKR 70,000.00
Target weights sum
100.0%
Looks normalized
| Sleeve | Current % | Target % | Trade |
|---|---|---|---|
| Equities | 60.0% | 60.0% | Buy LKR 0.00 |
| Bonds | 31.4% | 35.0% | Buy LKR 2,500.00 |
| Cash | 8.6% | 5.0% | Sell LKR 2,500.00 |
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Perspective
Rebalancing is risk management, not return chasing
Rebalancing sells what grew and buys what lagged relative to policy — it enforces discipline.
In taxable accounts, trades may have consequences this simple tool does not model.
FAQ
Common questions
How many holdings can I enter?
Use one row per asset class or fund; weights should sum to 100% for targets.
Does this include transaction costs?
Not by default. Treat outputs as approximate trade notions.
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