Investor Resources

Rebalance Portfolio Calculator

Rebalance Potfolio Calculator

As an investor you will need to track & report your asset allocation so you know when its time to rebalance.  In order to do so you will need a rebalance portfolio calculator that provides the exact amount to rebalance.  Here’s a link to a deeper blog post on portfolio rebalancing.


The challenge is many investors have multiple accounts, which introduces complexity.


AssetRise solves this problem by providing a rebalance portfolio calculator via our simple dashboard.  AssetRise tracks your assets across accounts then aggregates to a current vs target allocation including the exact delta to keep your portfolio in balance.  See image below.


Wouldn't you like to have this view of your portfolio?

Set Asset Allocation Target

AssetRise also allows investors to add an unlimited number of account portfolios while still providing a simple allocation.

Investors simply set their target allocation which will dynamically update your asset allocation.  If an investor modifies assets, then AssetRise will dynamically update their asset allocation real time.

Here’s a video to create your portfolio rebalance calculation in under 5 minutes! On YouTube 

In Closing

Why is AssetRise the industry leading rebalance portfolio calcululator?

  1. Developed from day 1 to provide portfolio rebalance calcutors.
  2. Set your custom target asset allocation
  3. Simple dashboard to see current vs. target allocation for a simple rebalance portfolio tool interface.
  4. Real Time ticker updates
  5. Signals and reporting sent to your inbox.
  6. Dynamically updates allocation when an asset is added or removed from the portfolio.


Get started with AssetRise for free to keep rebalance your portfolio in under 5 minutes.

About AssetRise

AssetRise provides Boglehead, Vanguard, and FIRE investors portfolio allocation and rebalance tools to simplify investing and increase returns.  AssetRise provides an industry leading portfolio rebalance calculator to increase investor returns.

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