Loot Lasso Portfolio Rebalancing Calculator

Welcome to the Loot Lasso Portfolio Rebalancing Calculator – the most advanced investment portfolio rebalancing calculator on the web. The calculator has recently been updated to improve loading speed and reduce clutter. A few important reminders about this rebalancing calculator:

Features:

  1. Allows custom allocations
  2. Does not allow sales in taxable accounts to avoid capital gains taxes
  3. Does not require electronic links to your accounts – keep your information private!

Tips:

  1. Enter an account nickname for each account for easy reference in the summary/results section
  2. Use the “lock” feature for any tax-advantaged account you would like to keep in its current allocation
  3. Reference this rebalancing calculator explainer video (see below) to learn more about how the calculator works and strategies to use it more effectively
  4. Visit the Portfolio Rebalancing 101 page to learn more about portfolio rebalancing

Step 1: Rebalancing Threshold

Enter the rebalancing threshold percentage. This percentage defines the allowed variance between your target asset allocation and your actual allocation.


%

Step 2: Desired Allocations and Percentages

  1. Name each allocation and enter its target percentage.
  2. Ensure the total target allocation equals 100%.
  3. Click “Add Another Allocation” to include up to 10 asset classes
Allocation Name Percentage

Step 3: Taxable Accounts

  1. Enter the number of taxable accounts (e.g., brokerage accounts).
  2. Click “Generate Taxable Account Fields.”
  3. Enter new deposits and current allocation values.

Taxable Portfolio Allocation Summary

Allocation Total Value Percentage of Portfolio

Step 4: Tax-Advantaged Accounts

  1. Enter the number of tax-advantaged accounts (e.g., 401(k), HSA, IRA).
  2. Click “Generate Taxable Account Fields.”
  3. For each tax-advantaged account:
    • Choose whether to “Lock” the account. “Locked” accounts will not be rebalanced (no selling or deposits).
    • If not locked, enter any new deposits.
    • Enter the current value of each asset allocation within the account.

Tax-Advantaged Portfolio Allocation Summary

Allocation Total Value Percentage of Portfolio

Overall Portfolio Summary Pre/Post Rebalancing

Rebalancing Calculations

Taxable Accounts:

Tax-Advantaged Accounts:

Rebalancing Calculator Explainer Video

Disclaimer: This calculator is intended only for general educational purposes and is not intended to direct your rebalancing or investment strategy. Lootlasso.com does not know your personal situation and cannot provide investment advice about your situation. Do your own calculations and due diligence prior to rebalancing or making investment decisions. See our terms of use.