Quick guide
How to use this calculator
- Enter the cash flows, values, rates, timing, or portfolio assumptions named in the fields.
- Use one consistent period and currency convention throughout the scenario.
- Read the calculator-specific model limits before interpreting the result.
Calculation method
Calculation method
Trade_i = total current portfolio × target weight_i − current value_i.
Model, simulation, root, square-root, and compounding outputs are estimates and are visibly marked approximate.
Worked example
Worked example
Current values 6,000 and 4,000 with 50% targets require selling 1,000 of the first and buying 1,000 of the second.
Trade_i = total current portfolio × target weight_i − current value_i.
Supported inputs
Precision and limits
Visible input limits
Inputs support up to 12 decimal places and lists support at most 1,200 rows. Iteration and simulation bounds are displayed in their fields.
International scope
No exchange, tax system, reporting standard, currency, fund rule, trading calendar, or market convention is selected automatically.
Decision boundary
Outputs are entered scenarios, not valuations, forecasts, risk limits, executable trades, suitability decisions, or recommendations.
Calculator-specific assumptions
This is a long-only model: current values and individual targets must be nonnegative, each target is at most 100%, and all targets must sum to 100%. Positive trades are buys and negative trades are sells; taxes, fees, lot constraints, and cash are excluded.