Portfolio Rebalancing Tool

This tool allows investors to find out how many shares he/she should buy or sell when rebalancing their portfolios. Simply input the ticker, the number of shares, and the percent(5.5 = 5.5% 50 = 50%) of your portfolio the asset should represent for each asset that you own. The tool will take care of the rest including finding the current price and all the calculations. Use the ticker “cash” to represent a money market fund or simply cash you want to use to rebalance.

Notice: Press the new asset button for as many assets that you wish to enter before you start. If you press it after you have started entering data it will all be deleted. It is fine to have more rows than required.