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Rebalancing amount scenario

How much would each asset class need to be adjusted to return to my target allocation?

Portfolio (example holdings) PRT-022 Bar Sample

Sample data. Every number, symbol and holding on these pages is generated sample data dated 2026-10-16, used only to illustrate layout and method for educational and informational purposes. It is not market data, backtest output or a forecast, and the analytics described in the specifications are not running.

Example holdings. Holdings, weights and watchlist entries on this page are example holdings generated for illustration. They are not a user account, a saved portfolio or any real position.

Download CSV Sample JSON Specification JSON Sample as of

0700.HK Tencent Holdings | Hang Seng Index | 2025-10-16 – 2026-10-16 | HKD

Highest item: Core equities
197,964 HKD
Lowest item: Bonds
146,639 HKD
Average
168,287 HKD
Number of items
4 items

Proposed adjustment amount

Proposed adjustment amount (accounting currency) (Bar)

Allocation before and after

Weights before and after adjustment (%) (Line)

Fractional share and fee assumptions

Proposed adjustment amount (accounting currency) and Weights before and after adjustment (%) (Table)

Sample data rows

Allocation categoryProposed adjustment amount (accounting currency)Weights before and after adjustment (%)Data date (sample)
Core equities 197964 14 2026-10-16
Satellite stocks 166477 48.2 2026-10-16
Bonds 146639 31.8 2026-10-16
Cash 162066 6 2026-10-16