Portfolio Rebalancing Calculator

Enter your target allocations and current holdings to see the exact trades needed to rebalance your portfolio.

1. Define Target Portfolio

0%

2. Enter Current Holdings

This is a model-based calculator and does not account for trading fees or slippage. Always double-check your own calculations.

Powered by Qubican.com

Keep Your Crypto Portfolio on Target

Ever look at your portfolio and realize one coin has grown so much it’s now completely dominating your other assets? It’s a common issue. This simple rebalancing tool fixes that. It does the math for you, showing you exactly what to buy or sell to get your portfolio back to the percentages you originally wanted. No more guesswork.

How It Works

It’s a quick, three-step process:

  1. Set Your Targets: First, list your assets (BTC, ETH, QUBIC, etc.) and decide on your ideal percentage for each one. Make sure the total adds up to 100%.
  2. Enter Your Holdings: Next, tell the calculator how much of each asset you actually own right now and what its current market price is.
  3. Get Your Action Plan: Just click the “Calculate” button. You’ll get a simple list of buy or sell actions to get your portfolio perfectly rebalanced.

So, Why Bother Rebalancing?

This isn’t just about being tidy; it’s a smart way to manage risk. When a coin moons, it’s tempting to let it ride, but that also means more of your money is tied up in a single asset. Rebalancing is a disciplined way to lock in some of those gains by selling a bit of what’s gone up and buying what’s currently lower. It keeps you from getting overexposed and helps you stick to your original game plan.

A Few Common Questions (FAQ)

How often should I do this? There’s no magic number. Many people check their portfolio quarterly or a couple of times a year. A good rule of thumb is to rebalance whenever any single asset has drifted more than 5% away from its target percentage.

Are trading fees included in the calculation? The tool focuses purely on the math of rebalancing your assets. It doesn’t factor in any potential trading or network fees from exchanges, so remember to keep those in mind when you go to make the trades.

Should I sell assets or just add new money? If you’re already planning to invest more cash, the easiest way to rebalance is to put the new money into the assets that are below their target percentage. This lets you rebalance without selling anything, which is great for avoiding taxable events.