CalcMyCoin

Rebalancing Calculator

Drift happens: winners overweight themselves. Enter current values and targets and get the exact buys and sells that restore the plan.

$
$
$
%
%
%

Results (live)

BTC: sell$2,000
ETH: buy$1,000
Other: buy$1,000

Estimates only, not financial advice. All math runs in your browser; nothing you type leaves this page.

How it works

target value = portfolio total × target weight

trade = target value − current value

Worked example

A $10,000 portfolio drifted to 70/20/10 with 50/30/20 targets: sell $2,000 BTC, buy $1,000 ETH and $1,000 other. Mechanical, which is exactly the point.

FAQ

How often should I rebalance?

Calendar (quarterly) or threshold (when an asset drifts 5-10 points) both work. The discipline matters more than the trigger.

Does rebalancing improve returns?

It systematically sells strength and buys weakness, which historically reduces volatility and sometimes adds return in mean-reverting markets. In one-way trends it lags holding the winner.

Related calculators

DCA CalculatorScheduled buying, modeled over time.Portfolio Allocation CalculatorSplit a stack across assets by target weights.Market Cap CalculatorPrice × supply, done right.Market Cap ComparatorThe price of X with the market cap of Y.

Estimates only, not financial, tax or investment advice. Verify numbers against your exchange or a professional before acting.