How to use this calculator
- Enter current asset values, matching target weights (%).
- Choose a display currency, then select Calculate. Results also update after a brief pause while you edit.
- Read the result with the assumptions below. Export details or save a second scenario to compare your choices.
Formula and method
Assumptions and limitations
Targets must sum to 100%. No outside contribution, tax, fees, minimum lot size or trading restriction is modeled. Negative trades are sales.
Worked example
A 10,000 portfolio holding 3,000 and 7,000 needs a 2,000 purchase of the first asset and a 2,000 sale of the second to reach 50/50.
What the result means
Translate your chosen target weights into nominal buy and sell amounts.
Common questions
How is the calculation performed?
Target asset value = total portfolio × target weight; required trade = target value − current value.
What does the model leave out?
Targets must sum to 100%. No outside contribution, tax, fees, minimum lot size or trading restriction is modeled. Negative trades are sales.
Methodology and transparency
Calculation specification reviewed on 2026-10-14. Mathematical implementation is tested against independent reference fixtures. This does not imply review by a licensed financial professional. Read the testing and precision policy.