FreeByte

Rebalancing band calculator

When drift is big enough to act on.

Built and reviewed by Dovanic, Founder and editor, FreeByteLast reviewed: 2026-08-18
$
60%
68%
5%

Rebalance now

Sell $20,000

Drift

8.0%

With these inputs, rebalance now comes to Sell $20,000. Drift works out to 8.0%.

Target value
$150,000
Actual value
$170,000

What moves the number · Rebalance now

Input−10%Now+10%
Portfolio valueSell $18,000Sell $20,000Sell $22,000
Target weightSell $35,000Sell $20,000Sell $5,000
Actual weightSell $3,000Sell $20,000Sell $37,000

Solve for an input

Whatmakesequal

Compare scenarios

Save this set of inputs, change something, then save again to compare the outcomes side by side.

When drift is big enough to act on.

A worked example

Starting figures

Portfolio value
$250,000
Target weight
60%
Actual weight
68%
Tolerance band
5%

What it returns

Rebalance now
Sell $20,000
Drift
8.0%
Target value
$150,000
Actual value
$170,000

How to read the results

With the defaults above, rebalance now works out at Sell $20,000.

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