Rebalance calculator
A position that has run up is no longer the position you chose. This shows what returning to your target weights requires, and what the round trip costs.
The trade
Target value is total × target weight; the trade is the difference between that and what you hold now. Because one asset is sold and the other bought, the fee applies to both sides — the cost figure reflects that.
Rebalancing is not free
Every rebalance pays the spread and the fee, and in many jurisdictions realises a taxable disposal. Frequent rebalancing to a precise weight can cost more than the drift it corrects. The cost-as-a-share-of-portfolio output is there so you can see when that is happening.
What this does not model
Tax on disposals, slippage on larger orders, network fees on moving between venues, and any minimum trade size. It also assumes two assets — more than two is the same arithmetic repeated, but the fee cost grows with each leg.
