Sheet 12 - Tools · TL-011DWG SP-2026-23

Portfolio Rebalancer.

Targets drift. Enter what each asset is worth today and where you want it to be — this returns the exact buy and sell orders to get back on plan.

Your assets

OutputTL-011/A

Total portfolio–

Cash to deploy–

Largest trade–

Net cash flow–

Verdict

–

Asset	Current	Now	Target	Trade	Action

Method

Current weightvalue ÷ total portfolio

Trade amount(target % − current %) × total portfolio — positive means buy, negative means sell

Cash to deployΣ of all buy trades — equals Σ of sells when targets sum to 100% — that is what makes rebalancing self-funding

Rebalancing is about discipline, not prediction. Targets should sum to 100%. Check quarterly, not daily — and account for transaction costs and taxes before executing small trades.

Track the blend, the drift, and the trades.

Sidepick Ledger logs every allocation and its expected yield — one ledger for the whole portfolio.

View Ledger · $19