Build Rebalancing Calculator in Seconds
Use Viete AI to create a portfolio rebalancing calculator. Identify allocation drift, calculate required trades, and maintain target weights with automated rebalancing recommendations and tax optimization.
Rebalancing Calculator
Optimize portfolio adjustments with precision. Calculate required trades to restore target allocations while minimizing transaction costs and tax impact.
How It Works
Enter Current Holdings
Input existing positions and values
Set Target Weights
Define desired allocation percentages
Calculate Trades
Get exact buy and sell recommendations
Execute Efficiently
Minimize costs while restoring balance
Calculator Features
Trade Minimization
Reduce transaction costs by identifying smallest necessary adjustments
Cash Flow Integration
Factor in new contributions and withdrawals when rebalancing
Tax Lot Optimization
Select specific lots to sell for favorable tax treatment
Threshold Triggers
Only rebalance when drift exceeds specified tolerance bands
Multi-Account Support
Coordinate rebalancing across taxable and retirement accounts
What-If Scenarios
Test different rebalancing approaches before executing
Rebalance Smarter, Not Harder
Make data-driven rebalancing decisions with intelligent calculators