Portfolio Builder & Drift Checker
Enter your holdings, see how far each asset class has drifted from your target, get the trades that rebalance it, and project the portfolio's growth.
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Illustrative purposes only. Asset class labels and target allocations shown are for educational modeling. This tool does not constitute investment advice or a recommendation to buy, sell, or hold any specific security. Please consult a qualified financial advisor.
How this is calculated
We turn your holdings into an asset-allocation view, measure how far it has drifted from your target, and list the trades to rebalance.
The steps
- Group holdings by asset class and compute each class’s share of the total.
- Drift = actual share − target share for each class; a drift score sums the gaps.
- Suggest buy/sell amounts to bring each class back to target.
Assumptions
- The target allocation and current values you provide.
Good to know
- Ignores taxes and trading costs of rebalancing in a taxable account.
Related resources
Educational disclaimer. Everything on WealthSerene.com is educational and is not investment advice. Projections and calculations are illustrative; actual results depend on market conditions, your situation and factors outside this tool’s scope. For a decision specific to your situation, consult a qualified financial professional. View full disclosures