Portfolio Drift & Rebalancing Trigger Calculator

Detect allocation drift from target weights for up to 8 asset classes. Calculate rebalancing trade sizes, estimate transaction costs vs. drift cost, and model tax impact of rebalancing gains/losses.

WealthTech Cat-27 Client-Side Zero PII AP2 Export

Scope & Disclaimer — Illustrative modelling tool. Drift cost avoided uses a simplified 0.5% differential return assumption. Does not constitute regulated financial advice. Tax calculations are indicative; consult a qualified adviser before making investment or tax decisions.

■ Asset Class Weights & Values

■ Rebalancing Parameters

Rebalancing Trigger Threshold

±3% ±5% ±10% Custom

Transaction Cost (% of trade value) Typical range: 0.1–0.5%

CGT Rate on Gains

Estimated Unrealised Gain (% of current value) Applied to overweight positions being sold

Total Portfolio Value

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Assets Needing Rebalance

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Total Transaction Cost

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Total Tax Cost

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Recommendation

Allocation Drift Table

Asset	Target %	Current %	Drift	Status

Rebalancing Trades

Action	Asset	Trade Amount	Transaction Cost	Tax Cost (if sell)

Cost-Benefit Summary

Allocation Chart — Target vs Current