Correlated risk check
Which of your open trades are the same bet.
Free risk tools
Rebalancing calculator
What to buy and sell to bring your holdings back to the mix you chose.
Free, no sign-up On sale: Desk and Desk + Signals. See the plans
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- No sign-up
- Nothing you type is stored
Holdings and targets
The trades
To get back on target:
- Sell $2,000.00 of holding 1
- Buy $6,250.00 of holding 2
- Buy $500.00 of holding 3
- Buy $250.00 of holding 4
Total $105,000.00 with +$5,000.00 new money.
Each holding now, its target, and the trade that gets it there.
| Holding | Now | Weight | Trade |
|---|---|---|---|
| 1 | $65,000.00 | 65.0% to 60% | -$2,000.00 |
| 2 | $20,000.00 | 20.0% to 25% | +$6,250.00 |
| 3 | $10,000.00 | 10.0% to 10% | +$500.00 |
| 4 | $5,000.00 | 5.0% to 5% | +$250.00 |
- Money moved
- $4,500.00 changes hands, before costs and any tax on sales.
Education only, not investment advice. The answer comes from the numbers you typed in, not from your account or the market. Simulated results are hypothetical and have limits: real trading has slippage, gaps, changing results and emotions. Trading leveraged products can lose money quickly, including all of it. Risk warning
Educational only, not financial advice; trading involves risk.
Selling what rose, buying what fell
A mix drifts as prices move: after a good year for stocks, a 60% stock share can become 65%, and the account carries more risk than you chose. Rebalancing sells some of what rose and buys what fell. Putting new money into what is under its target does the same without selling, which saves costs and tax.
For the result of each sale, use the stock profit calculator; to see how the mix grows, the CAGR calculator.
Not advice or tax advice. Arithmetic on the numbers you type; trading costs and taxes are left out.
Next tools
Stock profit calculator
A stock trade's result after commission and tax.
CAGR calculator
The yearly growth rate from start to end, and time to double.
Pricing
Three ways in. Pick yours.
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Baroq never holds your money and never trades for you. Educational only, not financial advice; trading involves risk.