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FREE TOOL / NO SIGNUP

Rebalancing contribution calculator

Compare trading with adding cash to a two-asset portfolio.

Your numbers

Two assets at fixed prices. No taxes, fees or trading restrictions. This tool neither chooses a suitable target nor predicts returns. Protect money needed for bills and emergencies.

How it works

The trading amount moves value from the overweight asset to the other asset without changing the total. The contribution amount instead adds new cash to the underweight asset until the chosen target is reached. Your available contribution is allocated toward that target; extra cash beyond the exact repair is split at the target weights.

Example: 6,000 in A and 4,000 in B at a 50% A target needs a 1,000 transfer from A to B, or 2,000 added to B. Adding only 500 to B leaves A at 57.14%.

Source and background

CSV files open in spreadsheet apps. They contain your inputs and calculated results, not formulas or a connected financial account.