Stock Portfolio Weightage Calculator

Use fresh capital to rebalance five stocks back to equal weights, or restructure by allocating new money according to the current weights.

Original portfolio allocation

Target stock weights

StockA (%)

StockB (%)

StockC (%)

StockD (%)

StockE (%)

Total target allocation100%

Current allocation after one year

Current market-value weights

StockA (%)

StockB (%)

StockC (%)

StockD (%)

StockE (%)

Total current allocation100%

Portfolio value and new capital

Editable values used for the calculations

Current portfolio market value (₹)

Example: ₹10,00,000

New capital infusion (₹)

Default: ₹1,00,000

Choose your strategy

Select the desired portfolio action

RebalanceRestore the combined portfolio to Section A (20% per stock). This may require selling overweight stocks.

RestructureAllocate the new capital according to Section B's current stock weights.

✓

Rebalancing recommendation

Required buys and sells to restore equal weights

REBALANCE

Current portfolio₹10,00,000

New capital₹1,00,000

Final portfolio value₹11,00,000

Stock	Current value	Target weight	Required buy / (sell)	Final value	Final weight

Illustrative calculation; excludes transaction costs, taxes and price movements during execution. Consider suitability and applicable tax implications before trading.