Rebalancing Calculator

Default

Example:

Rebalance a geared fund position

Just fill in the amount of your initial investment, the return of the index or benchmark since then, and your current investment value. The calculator automatically suggests a rebalance trade amount to help you realign your exposure.

Enter Valid Number
Enter Valid Number
Enter Valid Number

$2550

Target $ Investment

This is the dollar value your account should be after you rebalance

$550

Rebalancing Trade

Config:

{
  "title": "Rebalance a geared fund position",
  "body": "Just fill in the amount of your initial investment, the return of the index or benchmark since then, and your current investment value. The calculator automatically suggests a rebalance trade amount to help you realign your exposure.",
  "formFields": [
    {
      "label": "Initial $ amount invested",
      "placeholder": "$0000",
      "tooltipTitle": "This is the dollar amount of your initial investment in the fund",
      "errorText": "Enter Valid Number"
    },
    {
      "label": "Index % change since initial investment",
      "placeholder": "-2%",
      "tooltipTitle": "This is the index change since initial investment",
      "errorText": "Enter Valid Number"
    },
    {
      "label": "Current $ amount invested",
      "tooltipTitle": "This is the current invested amount",
      "placeholder": "$1900",
      "errorText": "Enter Valid Number"
    }
  ],
  "buttonLabel": "Calculate",
  "targetInvestmentLabel": "Target $ Investment",
  "targetInvestmentBody": "This is the dollar value your account should be after you rebalance",
  "rebalancingTradeLabel": "Rebalancing Trade"
}

With Error and Results

Example:

Rebalance a geared fund position

Just fill in the amount of your initial investment, the return of the index or benchmark since then, and your current investment value. The calculator automatically suggests a rebalance trade amount to help you realign your exposure.

Enter Valid Number
Enter Valid Number
Enter Valid Number

$2550

Target $ Investment

This is the dollar value your account should be after you rebalance

$550

Rebalancing Trade

Config:

{
  "title": "Rebalance a geared fund position",
  "body": "Just fill in the amount of your initial investment, the return of the index or benchmark since then, and your current investment value. The calculator automatically suggests a rebalance trade amount to help you realign your exposure.",
  "formFields": [
    {
      "label": "Initial $ amount invested",
      "placeholder": "$0000",
      "tooltipTitle": "This is the dollar amount of your initial investment in the fund",
      "errorText": "Enter Valid Number",
      "isInvalid": true
    },
    {
      "label": "Index % change since initial investment",
      "placeholder": "-2%",
      "tooltipTitle": "This is the index change since initial investment",
      "errorText": "Enter Valid Number"
    },
    {
      "label": "Current $ amount invested",
      "tooltipTitle": "This is the current invested amount",
      "placeholder": "$1900",
      "errorText": "Enter Valid Number"
    }
  ],
  "buttonLabel": "Calculate",
  "targetInvestmentLabel": "Target $ Investment",
  "targetInvestmentBody": "This is the dollar value your account should be after you rebalance",
  "rebalancingTradeLabel": "Rebalancing Trade"
}