Smart Portfolio Rebalancer

Bring your portfolio back into balance.

Your Assets

Name Current Value (€) Target Allocation (%)
Total – –
Easily include a new deposit directly into your strategy.
Approach
Deviations below this value are not corrected (only “Buy and sell”).

Rebalancing Suggestions

Not taken into account: order fees, spreads, minimum order sizes, whole-unit rounding and taxes on sale gains. Sales may be taxable; rebalancing with new money only avoids this.

The calculation runs entirely in your browser; the values you enter are neither sent to us nor stored.

FAQ

Rebalancing is the process of realigning asset weights in a portfolio back to the original target allocation.

Common strategies include calendar-based (e.g. annually) or threshold-based rebalancing.

Without rebalancing, high-return but riskier assets would gradually take up an ever-larger weight.