Portfolio Rebalancing Calculator
Enter each holding's current dollar value and target percentage. ML Stats keeps every account's balance fixed, then shows what to buy and sell within that account.
ML Stats does not determine or suggest target allocations. The trade plan is generated solely from the user-defined target percentages entered above.
Targets must total 100% in each account.
Household Asset Allocation
Cash, bonds, and stocks across all accounts
| Asset Type | Current Value | Current % | Target Value | Target % | Change |
|---|
Trade Plan
Account-contained buys and sells
Dollar amounts are estimates. Review taxes, trading restrictions, fees, settlement timing, and whole-share requirements before placing trades.
Household View
Target Allocations per account
Target Allocations all accounts
| Symbol | Asset Type | Target Value | Target % |
|---|
How this version works
Account boundaries stay intact. A Taxable sell funds Taxable buys; it does not fund an IRA or 401k trade.
You choose all targets. ML Stats does not recommend or apply an allocation. It only converts your target percentages into dollar calculations.
New or removed positions work. Use a current value of $0 for a new holding or a target of 0% to exit one.
Your entries are saved in this browser. The feature uses local storage so the draft returns on your next visit. It is not sent to an ML Stats account or brokerage.
Educational purposes only. This calculator does not provide investment, tax, or legal advice. Review the Investment Disclaimer.