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Know Your Exact Trades Before You Rebalance

Enter your current and target allocation — instantly see which assets to buy and sell, the dollar amounts, transaction costs, and tax impact estimate.

Current Allocation

Target Allocation

Rebalancing Trade Plan

Asset ClassCurrentTargetDriftActionTrade Amount
⚠  Educational estimates only. Transaction costs vary by broker. Tax impact depends on your cost basis, holding period, jurisdiction, and individual circumstances. This tool does not have access to your actual account data or cost basis. For specific tax advice, consult a tax professional or financial adviser before rebalancing in taxable accounts.
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Portfolio Tracker Premium Workbook

This rebalancing plan — plus risk score, quarterly log, multi-account view, and net worth snapshot — all in one Excel file you own.

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Also: Annual Review Workbook — $14 →