Portfolio Rebalance Calculator
Calculate optimal portfolio rebalancing trades. Analyze deviation from targets and estimate trading costs and tax implications.
Portfolio Settings
%
Deviation % that triggers rebalance
%
%
Asset Holdings
BTCTarget: 40%
$
%
$
ETHTarget: 30%
$
%
$
SOLTarget: 15%
$
%
$
USDCTarget: 15%
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%
$
Rebalance Status
NEEDED
Max deviation: 6.00% | Threshold: 5%
💼Portfolio Value
$100,000
🔄Total Trades
$16,000
💸Trading Costs
$16
📋Tax Liability
$528
Rebalancing Trades
BTC
45.0% → 40%
SELL $5,000
Tax: $278
ETH
28.0% → 30%
BUY $2,000
SOL
18.0% → 15%
SELL $3,000
Tax: $250
USDC
9.0% → 15%
BUY $6,000
Cost Analysis
Buy Orders$8,000
Sell Orders$8,000
Trading Fees$16
Capital Gains Tax$528
Total Rebalance Cost$544
Portfolio Metrics
Diversification Score80/100
Portfolio Drift8.00%
Largest Position45.0%
Rebalance Efficiency96.6%
Tax-Loss Harvesting Tip: Consider offsetting gains with loss positions or waiting for long-term capital gains rates.
Strategy: Rebalance when any asset deviates more than 5% from target.