Portfolio Calculators
Rebalancing Calculator
Enter your target weights and it tells you how many shares of each stock to buy or sell.
Enter your values and press Calculate
Total assets (after rebalancing)
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Asset allocation
The habit of returning to your chosen weights
Assets that rise grow in weight and assets that fall shrink. If you periodically bring them back to your target weights, you can reduce the mistake of buying high and selling low.
Enter your holdings
Enter the name, current price, quantity held and target weight. Cash can also be entered with a price of KRW 1.
Additional contribution
If you have new money to put in this time, enter it too. You can also rebalance by buying only, without selling.
Check order quantities
See the quantity and amount to buy or sell for each stock, and the weights after adjustment.
"Buy and sell to match" trades (total assets + additional contribution) × target weight − current market value. The buy-only method splits the additional contribution among only the assets that are below target, in proportion to their shortfall. Because quantities are rounded down to whole shares, some cash may be left over.
FAQ
How often should I rebalance?
Many people set a schedule, such as quarterly, semi-annually or once a year, or rebalance when a weight drifts 5 percentage points or more from its target.
Won't selling create taxes?
Selling Korean stocks incurs securities transaction tax, and overseas stocks incur capital gains tax on gains above KRW 2.5 million a year. To reduce taxes, choose the buy-only method.
Can I save the results?
With Copy result link, you can save your entered portfolio as a link and reopen it at your next rebalancing.
Results are estimates based on your inputs and simplified assumptions, and are for reference only, not a basis for investment decisions.
Tools that work well together
ETF Overlap Analyzer
If you hold several ETFs, this adds them up to show which stocks you are actually concentrated in and by how much.
Dividend Paycheck Planner
Combine stocks so dividends arrive every month and build a monthly after-tax dividend calendar.
Position Sizing Calculator
Calculate the right number of shares for this trade from your acceptable loss relative to your account and your stop-loss price.