Free ASX Portfolio Rebalancing Calculator
Enter your target allocation and current holdings. Get buy/sell recommendations with CGT cost estimates. No sign-up required.
How portfolio rebalancing works
Rebalancing is the process of realigning your portfolio’s weightings to match your target asset allocation. As different assets grow at different rates, your portfolio drifts away from your original plan — which changes your risk profile.
The CGT problem with rebalancing
Every sale triggers a capital gains event. Poor planning turns rebalancing into a surprise CGT bill. The calculator estimates the hit using your marginal rate and the 12-month discount rule.
Limitations of this calculator
This calculator uses a single average cost per holding. Real-world portfolios have multiple parcels bought at different prices and dates. Crowdfolio tracks every parcel individually and recommends the specific lot to sell to minimise your CGT →