Asset Rebalancing Planner
Rebalance your portfolio to target allocation after market drift. Calculate buy/sell amounts across equity, debt, and gold.
Quick Summary: Asset Rebalancing Planner
An Asset Rebalancing Planner determines the exact buy or sell transactions required to restore your portfolio to its intended risk profile. In FY 2026-27, if a bull market has pushed your equity allocation from 60% to 75%, this tool calculates the amount to sell and reinvest in debt or gold to maintain diversification.
How to use the Asset Rebalancing Planner
- 1
Define Target Split
Input your desired percentage for Equity, Debt, and Gold (e.g., 60/30/10).
- 2
Enter Current Value
Provide the today's market value for each of your asset classes.
- 3
Review Trade Actions
See the exact amount you need to buy or sell in each category to reset your allocation.
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Regulatory Disclaimer
Last verified May 2026
Nature:Calculator platform and is NOT a SEBI-registered Investment Adviser. All calculations are indicative.
Risk:"Investments in securities market are subject to market risks. Read all related documents carefully before investing."
Consult a SEBI-registered IA or CA for personalised advice.
9 out of 10 traders in F&O incurred net losses (SEBI 2023). Tax estimates based on IT Act 2025. Trezoriq is not liable for financial decisions based on results.