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Investment calculator
Enter current asset values and target weights to calculate how much of each asset to buy or sell to reach your target allocation.
How to read these results
These values are calculated from your current inputs. Check the input units and this calculator’s stated assumptions or included scope alongside the results.
Primary result: Current portfolio value
Supporting value: Required buys
Use the result for your next decision
Compare the primary result with your target or another option, then change only the conditions you want to test and recalculate. Before acting, also check the calculator-specific guidance and applicable conditions.
Keep up to three calculated result snapshots only for this page session and compare them with the current result. Inputs, URLs, and browser storage are not used.
Shares only the calculator name and displayed result summary. Inputs and URLs are not included or stored.
Uses your browser’s print feature without uploading or automatically saving your inputs or results.
| Asset | Current weight | Target weight | Target value | Adjustment |
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Buy and sell amounts are theoretical adjustments before taxes, trading fees, minimum order sizes, and external cash flows.
The calculator totals the current asset values, multiplies that total by each target weight, and compares the resulting target value with the current value. Positive differences are buys and negative differences are sells. Turnover equals half of total absolute trades divided by current portfolio value.
Target allocations depend on your goals and risk tolerance. Before trading, consider taxes, fees, tradable lot sizes, account restrictions, and market-price movement.