How it works
Target value = (sum of current values + new cash) × target weight. Proposed trade = target value − current value.
Input definitions
- CSV: asset,current value,target percent
- Plain text; maximum 200,000 characters.
- New cash to allocate
- Enter the value in the labeled unit.
A worked example
- CSV: asset,current value,target percent
- asset,value,target Stocks,7000,60 Bonds,3000,40
- New cash to allocate
- 0
Assumptions & limits
Entered single-currency amounts and fixed rates; monthly interest and two-decimal half-up rounding. No tax, lending approval, changing rates or live market data.
Sources & review
Maintained by AnsRio. Methods and examples use automated checks; this does not imply independent professional certification.
Method updated 2026-10-17. Content checked against the stated method and examples. Our verification approach.
Common questions
Does new cash eliminate the need to sell overweight holdings?
Not always. The worksheet recalculates target values using total portfolio value plus new cash. A negative trade still means that asset is above its target; review tax and trading costs before acting.
How does Portfolio rebalancing trade worksheet work?
Target value = (sum of current values + new cash) × target weight. Proposed trade = target value − current value.
What are the limits of Portfolio rebalancing trade worksheet?
Entered single-currency amounts and fixed rates; monthly interest and two-decimal half-up rounding. No tax, lending approval, changing rates or live market data.
How do I keep the full worksheet?
Run the tool and choose Download file. The on-page table is a preview and may show only the first 20 rows; the downloaded file contains the full result. CSV downloads escape spreadsheet formula prefixes. Inputs and files are processed on your device.