Rebalancing
Calculate how rebalancing frequency and drift thresholds change turnover, tracking, and after-tax outcomes for the same allocation.
A rebalancing rule is a tradeoff: tighter tracking to the target allocation against higher turnover, transaction costs, and realized gains in taxable accounts.
ArthaPilot's Rebalancing Comparison runs the same portfolio under multiple cadences and thresholds over the same historical sample, so the tradeoff is measured rather than assumed.
Enter the target allocation, choose the cadences and thresholds to compare, and run the comparison over a shared sample period. The tool reports each rule side by side so you can see whether tighter rebalancing earned its extra turnover.
Running the comparison requires a free account. Saved comparisons can be reopened later from the Workspace.
Is there a single best rebalancing frequency?
No. The measured tradeoff depends on the allocation, the sample period, and whether the account is taxable. The calculator shows the tradeoff for your inputs instead of a universal rule.
Does it account for taxes?
Yes, when the portfolio is configured as taxable. Rebalancing trades realize gains, and the comparison surfaces that drag alongside turnover and tracking.