Finance & Irish taxes
Portfolio rebalancing trades Calculator
Work out buys and sales needed to reach target asset weights. This free portfolio rebalancing trades calculator shows the calculation and its assumptions so you can compare your own figures.
Calculated on your device
Your results
Portfolio Value€32,000.00
Work out buys and sales needed to reach target asset weights.
Total Purchases€4,200.00
Calculated outcomes
- New Cash
- €2,000.00
- Total Sales
- €2,200.00
Allocations · 3 rows
| Holding | Current Value | Target Percent | Target Value | Buy Or Sell |
|---|---|---|---|---|
| 1 | €15,000.00 | 60% | €19,200.00 | €4,200.00 |
| 2 | €10,000.00 | 30% | €9,600.00 | -€400.00 |
| 3 | €5,000.00 | 10% | €3,200.00 | -€1,800.00 |
Assumptions and estimates
- Rows are current holding value, target weight. Weights are normalised to 100%. Exact target allocation may require sales even when adding cash. Tax, dealing fees and whole-unit constraints are excluded.
- Method: Normalise target weights to 100% and apply them to current holdings plus new cash.
- Rows: holding value, target weight. Whole units, dealing costs and tax are excluded.
Useful next steps
- Use Compare options to test an alternative side by side.
- Copy, print or download a record of this calculation when you need one.
Reports open your email app addressed to s@s1.ie with the public page address only. Your inputs are never added.
How the portfolio rebalancing trades calculation works
Normalise target weights to 100% and apply them to current holdings plus new cash.
Rows: holding value, target weight. Whole units, dealing costs and tax are excluded.
Using this calculator
- Enter your own figures in the labelled inputs. Keep the currencies, units and time periods consistent.
- Choose any applicable rate profile, pattern or assumption shown for this tool. Open additional inputs when relevant.
- Review portfolio value and total purchases, then read the stated assumptions and eligibility conditions before using the result.
Worked example
This is a static example using illustrative inputs, not facts about you or today’s date. The displayed eligibility selections and assumptions apply only to this example.
See example inputs
- Holdings: current value, target weight
- 15000, 60 10000, 30 5000, 10
- Additional investable cash (€)
- 2000
- Portfolio Value
- €32,000.00
- Total Purchases
- €4,200.00
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