Investment Portfolio Balancer

Enter your holdings, your target mix and how much you want to invest – get the exact number of shares to buy.

How it works

  1. Add each holding: ticker, number of shares you own and the current price – or Import positions from an Interactive Brokers CSV.
  2. Set a target percentage for each. Lock the ones you don't want to change.
  3. Enter how much you want to invest and press Calculate.
  4. Place the listed orders with your broker, then press Save New Positions to update your holdings.

Only buys are suggested, so rebalancing with new money never triggers a sale. Use the ⋯ menu on a holding to stop buying it while keeping it. Keep several portfolios with Profiles – they are saved in this browser only.

FAQ

How do I rebalance my portfolio without selling?

Put new money into the holdings that are below their target and none into the ones above it. The calculator works out how many whole shares of each to buy so your portfolio ends as close to the target as the amount allows.

Is my portfolio data stored anywhere?

No. Your holdings are saved only in your browser's local storage. Use Export to back up your profiles or move them to another device. The site counts anonymous usage, such as how often Calculate is pressed, with cookie-free analytics; no tickers, amounts or personal data are sent.

Why is there cash left over?

The calculator buys whole shares and stops when another share would move your portfolio away from its targets, so some cash can stay uninvested. Press Invest it anyway to spend it regardless. After you save the new positions, the leftover is remembered and offered to add to your next investment.

How do I switch to new funds but keep the ones I already own?

Add the new funds, then use the ⋯ menu on each old fund and choose Stop buying (keep holding). Link it to the new fund it replaces, for example VOO to VWRA. The old fund is never bought again, but its value counts toward the new fund's target, so you set the targets once and they stay right. Choose Not counted to leave a fund out of the calculation.

My funds are priced in different currencies. Does that work?

Yes. Choose the currency of your investment amount next to it; Update prices and Import positions record each fund's own currency, and prices are converted with the European Central Bank's daily rates before anything is compared. Orders are still shown in each fund's own currency – for example VOO in USD and VWCE on Xetra in EUR in one portfolio.

What does the lock next to a target do?

A locked target keeps its value when you edit another target. The remaining percentage is split between the unlocked rows.

This is a calculator, not financial advice. Check prices and orders with your broker before you trade.

Portfolio templates

Start from a well-known example portfolio and open it in the calculator:

All portfolio templates