Try the Portfolio Rebalancing Calculator Widget
Free for any site, including commercial ones. Keep the small credit line at the bottom of the widget so readers can find the full version. Nothing is stored about the people who use it. See the disclaimer.
How to add it to your site
- Copy the code Use the copy button in the Embed code box so nothing is lost to line wrapping. It is a single iframe tag and it does not need anything else.
- Open the page you want it on In WordPress add a Custom HTML block, in Wix use the Embed HTML element, in Squarespace use a Code block, and on a hand-built site paste it straight into your HTML.
- Paste and publish The widget appears immediately. If you see an empty space instead, your editor has stripped the iframe tag, which the HTML embed guide explains how to work around.
- Adjust the look if you want to Add the parameters in the table below to the iframe URL to change the theme, the accent colour or the height. Nothing needs to be configured on our side.
Customisation options
| Parameter | Values | What it does |
|---|---|---|
theme | auto, light, dark | Default follows the reader's own system setting, so the widget looks right on a dark site and a light one without you choosing. |
accent | Six hex digits, e.g. accent=1A56DB | Recolours the header bar and the primary button to match your brand. |
header | 1 or 0 | Set to 0 to hide the title bar when your page already has a heading above the widget. |
breakdown | 1 or 0 | Set to 0 to hide the calculation breakdown for a more compact block. |
corners | 1 or 0 | Set to 0 for square corners if your design has no rounding anywhere else. |
width | full | Removes the 520px maximum so the widget stretches to its container. |
Parameters are added to the iframe URL as a normal query string, for example
/embed/portfolio-rebalancing-calculator.html?theme=dark&accent=1A56DB&header=0. The
widget builder lets you set all of them visually and hands you the finished code.
Why embed the Portfolio Rebalancing Calculator
Rebalancing advice is easy to give and tedious to act on. The widget takes current holdings and target weights and returns the exact rand to buy or sell in each position to get back on target. Investing sites, retirement planning pages and ETF portfolio guides can replace a spreadsheet with it.
What the widget calculates
A portfolio drifts. What rises becomes a larger share of the total and what falls becomes a smaller one, so a plan set at 60/30/10 quietly becomes something else. Rebalancing sells what has grown and buys what has lagged, which is uncomfortable and is the point.
The research generally supports annual rebalancing or a threshold of about five percentage points of drift. More frequent rebalancing adds transaction costs and capital gains events without meaningfully reducing risk.
The embedded version keeps the inputs and the result. The full Portfolio Rebalancing Calculator on TradeAnswers adds worked examples, the method behind the numbers and a long FAQ.
Who this widget suits
Investing and portfolio blogs
Readers can test an allocation or a risk measure on the page instead of in a spreadsheet.
Finance courses and study sites
A live calculation under the explanation makes the concept concrete.
Advisory and planning sites
A clean, unbranded tool that fits inside an article without pulling readers away.
Related widgets
- Sortino Ratio Calculator WidgetSortino Ratio Calculator
- Beta Calculator WidgetBeta Calculator
- Asset Allocation Calculator WidgetAsset Allocation Calculator
- Rand Cost Averaging Calculator WidgetRand Cost Averaging Calculator
The full library of free trading widgets has more than a hundred tools, and the widget builder lets you preview and configure any of them before you copy the code.