Free to use, no account
Portfolio Allocation Calculator
Enter your current holdings and the target percentages you chose. See target values, contribution shares and the arithmetic difference for each holding.
How does this portfolio allocation calculator work?
Enter 2–8 holdings, their current values and target weights that total 100%. The calculator applies those weights to your portfolio value, optionally including a new contribution.
Frequently asked questions
How does this portfolio allocation calculator work?
Enter 2–8 holdings, their current values and target weights that total 100%. The calculator applies those weights to your portfolio value, optionally including a new contribution.
Is my portfolio information uploaded?
No. The calculation runs in this browser. It does not connect to an account, identify securities or send your values to a server.
How do I calculate a 60/40 portfolio allocation?
Multiply the portfolio total by each target percentage. For 10,000, a 60% target is 6,000 and a 40% target is 4,000.
Can I include a new contribution?
Yes. Enter the amount and the calculator shows its split by the target weights and the resulting target values.
Does this tool tell me what to invest in?
No. It only applies target percentages and values that you enter. It does not suggest holdings or provide investment advice.