Using the Crypto Portfolio Rebalancing Calculator
Enter your inputs above and compare the result with the worked example. Review the assumptions before applying it to a trade, portfolio or tax return.
Worked example
Use the example inputs below to reproduce this result. These are the form's starting values, not recommended targets. Changing your inputs updates your result above; this worked example stays fixed for comparison. Results are rounded for display.
Example inputs
- Currency (use for all money amounts)
- USD
- One asset per line: current value, target weight (%)
- 6000,50 3000,30 1000,20
Example result
- Portfolio value (USD)
- 10,000
- Trades by input row (+ buy, − sell) (USD)
- 1: -1000 2: 0 3: 1000
Method and assumptions
Target value = total portfolio value × target weight. Trade = target value − current value. A negative trade is a sale. This fully invested model excludes fees, taxes and minimum order sizes.
Reference: investor.gov — method and further reading
How to interpret crypto estimates
Use prices and costs in the same currency. Market observations are venue-specific. Hypothetical returns are scenarios, and historical observations do not predict future prices. These tools provide educational estimates and do not constitute investment or tax advice.
Common question
What does a negative trade amount mean?
Sell that amount of the asset on the corresponding input row. Positive rows are purchases funded by the modeled sales before fees.