Estimate target allocation amounts and the buys or sells needed after a contribution or withdrawal, with or without trades. Use the example values or enter your own numbers to explore an estimate.
Currency formatting only—not an exchange-rate conversion. No country-specific tax or government rules are applied.
Enter your details to see a personalized calculation, a simple projection, and the assumptions behind it.
Calculate first to compare a snapshot or export your current results. No values are sent to our server.
The PDF includes active input values and option labels, results, sources, model assumptions, and the schedule when available. Schedule periods follow the model: years, months, or actual payments.
Links include eligible rate, term or frequency assumptions only. Dollar amounts are never included. Recipients must enter their own amounts; the link will not reproduce your full financial scenario.
Apply a contribution toward underweighted holdings or allocate a withdrawal in proportion to current holdings. Calculate post-flow target amounts from the entered percentages. In the trade-to-target option, compare those amounts with post-flow holdings; in the cash-flow-only option, do not sell holdings and report any remaining purchase gap.
Source/rule review year: Not applicable — general mathematical model.