Portfolio Rebalance Calculator
Enter the current value of up to four holdings (all in the same currency, for example USDT) and the share you want each to have. See how much to buy (+) or sell (−) of each to get back to your targets. Leave unused rows empty.
- Total portfolio value
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- Asset 1: buy (+) or sell (−)
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- Asset 1: current share
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- Asset 2: buy (+) or sell (−)
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- Asset 2: current share
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- Asset 3: buy (+) or sell (−)
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- Asset 3: current share
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- Asset 4: buy (+) or sell (−)
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- Asset 4: current share
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How it is calculated
- Total value = sum of the current values
- Current share = current value ÷ total value × 100
- Target value = total value × target % ÷ 100
- Buy (+) or sell (−) = target value − current value; the buys and sells add up to zero
Worked example
A 10,000 portfolio holding 6,000, 2,500, 1,000 and 500, with targets of 50%, 30%, 10% and 10%.
| You enter | |
|---|---|
| Asset 1: current value | 6,000 |
| Asset 1: target | 50 % |
| Asset 2: current value | 2,500 |
| Asset 2: target | 30 % |
| Asset 3: current value | 1,000 |
| Asset 3: target | 10 % |
| Asset 4: current value | 500 |
| Asset 4: target | 10 % |
| You get | |
| Total portfolio value | 10,000 |
| Asset 1: buy (+) or sell (−) | -1,000 |
| Asset 1: current share | 60.00% |
| Asset 2: buy (+) or sell (−) | 500 |
| Asset 2: current share | 25.00% |
| Asset 3: buy (+) or sell (−) | 0 |
| Asset 3: current share | 10.00% |
| Asset 4: buy (+) or sell (−) | 500 |
| Asset 4: current share | 5.00% |
Your portfolio is worth 10,000. Sell the holdings above their target and buy those below: the sells and the buys are both 1,000, so no new money is needed (before fees).
Questions
What does rebalancing mean?
Over time, prices move and your holdings drift away from the mix you chose. Rebalancing is selling part of what has grown above its target and buying what has fallen below, to get back to that mix.
Can I add a new coin?
Yes. Enter 0 as its current value and give it a target. The tool shows how much to buy.
Why must the targets add up to 100%?
The targets split your whole portfolio. If they add up to more or less than 100%, the amounts to buy and sell cannot balance.
Sources and checks
Last checked: 19 October 2026. This tool passes 6 automatic tests before every release.
Your numbers never leave your device: the calculation runs in your browser and nothing you type is sent or stored.
Uses the values you type; prices change while you trade. Trading fees, spreads and tax are not included. This tool does not suggest a target mix. This is not investment advice. Results are estimates for information only and are not financial, investment, tax or legal advice. Crypto prices move fast and leveraged trading can lose more than you expect. Check figures on your exchange or wallet before you act.