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 % | Planned Trade |
|---|
Target allocations show your desired holdings. The account tables below show balances after the planned trades and any remaining differences when the threshold prevents reaching those targets.
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. Totals from 99.99% to 100.01% are normalized to the full account balance, with target values and balanced trades rounded to cents.
New or removed positions work. Use a current value of $0 for a new holding or a target of 0% to request an exit. Trades require eligible buys and sells within the same account; the threshold can prevent an exit or leave targets partly unmet.
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.