Enter what you hold and what you want to hold — get the drift on every position and the exact buy/sell dollar amounts to get back to target, including new cash you're adding. Pure browser math — nothing is sent to a server. Share a setup by copying the URL. For a signal and risk read on the same holdings, run the Portfolio X-Ray.
| Position | Value | Now | Target | Drift | Trade |
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Rebalancing sets the weights — QuantLogix shows what those weights do under fire:
Drift — current weight = value / total; drift = current weight − target weight, in percentage points.
Trades — the new total is current total + new cash. Each position's trade = target% × new total − current value. Positive = buy, negative = sell. Trades always sum to exactly the new cash (or $0 when no cash is added).
Target normalization — if your targets don't add to 100%, the calculator scales them proportionally and flags it, so the trade list always allocates the full portfolio.
Turnover — total dollars traded (excluding new-cash buys) as a share of the portfolio; a proxy for the tax and cost impact of the rebalance.
What this omits — taxes on realized gains, lot selection, trading costs, fractional-share constraints, and drift bands (rebalance-when-5%-off rules). Sells in taxable accounts can trigger capital gains; adding new cash to underweights is usually the tax-friendlier path.
Educational tool — not investment advice. Rebalancing controls risk; it does not guarantee returns. Consider tax consequences before selling in taxable accounts. QuantLogix is a research platform, not a registered investment advisor.