Buy/sell amounts per asset class (equity, debt, gold, cash) to bring a portfolio back to its target allocation once drift exceeds a threshold.
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Computed in your browser from the same formulas the full app uses — it is not saved and does not factor in every detail (taxes, exact compounding dates, fees) the way a saved scenario does. Sign in to save, share, or view history →
The calculator applies the standard formula for this calculation to the values you enter and returns the result instantly.
Buy/sell amounts per asset class (equity, debt, gold, cash) to bring a portfolio back to its target allocation once drift exceeds a threshold.
You will need: Equity — Current Holding, Debt — Current Holding, Gold — Current Holding, Cash — Current Holding, Equity — Target Allocation (%), Debt — Target Allocation (%), Gold — Target Allocation (%), Cash — Target Allocation (%), Drift Threshold (%), Equity Exit Tax Rate (%).
It shows Total Portfolio Value, Equity — Target Amount, Equity — Buy(+)/Sell(-) Amount, Equity — Drift, Debt — Target Amount, Debt — Buy(+)/Sell(-) Amount, Debt — Drift, Gold — Target Amount, Gold — Buy(+)/Sell(-) Amount, Gold — Drift, Cash — Target Amount, Cash — Buy(+)/Sell(-) Amount, Cash — Drift, Estimated Tax Impact (equity sale), Needs Rebalancing, computed instantly from the values you enter.
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