Choose whether gains show in red, as at Korean brokers, or in green, as overseas. Your choice is saved on this device.
Portfolio Calculators
Enter your target weights and it tells you how many shares of each stock to buy or sell.
Your holdings (name · current price · quantity · target weight)
Enter your values and press Calculate
Total assets (after rebalancing)
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Asset allocation
Assets that rise grow in weight and assets that fall shrink. If you periodically bring them back to your target weights, you can reduce the mistake of buying high and selling low.
Enter the name, current price, quantity held and target weight. Cash can also be entered with a price of KRW 1.
If you have new money to put in this time, enter it too. You can also rebalance by buying only, without selling.
See the quantity and amount to buy or sell for each stock, and the weights after adjustment.
"Buy and sell to match" trades (total assets + additional contribution) × target weight − current market value. The buy-only method splits the additional contribution among only the assets that are below target, in proportion to their shortfall. Because quantities are rounded down to whole shares, some cash may be left over.
Many people set a schedule, such as quarterly, semi-annually or once a year, or rebalance when a weight drifts 5 percentage points or more from its target.
Selling Korean stocks incurs securities transaction tax, and overseas stocks incur capital gains tax on gains above KRW 2.5 million a year. To reduce taxes, choose the buy-only method.
With Copy result link, you can save your entered portfolio as a link and reopen it at your next rebalancing.
Results are estimates based on your inputs and simplified assumptions, and are for reference only, not a basis for investment decisions.
Last updated: November 2, 2026
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