What is portfolio rebalancing?

Rebalancing is the process of adjusting your holdings back to target weights after market movements cause them to drift. It helps manage risk and keep your allocation aligned with your plan.

How does this calculator work?

Enter current holdings and target allocation. Choose a policy (calendar, tolerance bands, hybrid, or cash-flow only), set minimum trade size, fees and slippage, and the tool generates suggested trades and shows before/after weights.

What are tolerance bands?

Tolerance bands set how far an asset can drift from its target before a trade is made. You can use absolute bands in percentage points or relative bands as a percentage of the target weight.

Does the tool account for fees and slippage?

Yes. You can add per-trade fees and estimated slippage. The trade list and summary show estimated costs and turnover, so you can balance precision against trading costs.

Can I avoid selling and only invest new cash?

Yes. Use the cash-flow only policy to direct new contributions toward underweight assets without selling existing positions.

OPTIMLY Calculators | Portfolio Rebalancing Calculator

Investment data

Add / remove rows

Target allocation

Rebalancing policy

Rebalance policy:

New cash to invest (£)

Band type:

Band width

Calculator options

Per-trade fee (£)

Proportional fee (%)

Slippage (%)

Min trade size (£)

Round trades to:

Sell restrictions:

Turnover cap (% of portfolio)