Markets & Investing
Portfolio allocation
Use this portfolio allocation calculator to compare entered asset values with target weights and show percentage-point deviations.
Your inputs
Complete only the fields for your selected method. Use one consistent job or reporting period. Zero means intentionally zero, not unknown. Missing costs and market rates are not added automatically. Currency selection labels amounts; it does not convert exchange rates.
How this calculation works
actual weight = asset value / total value; deviation = actual weight - target weight
A single dated portfolio snapshot. Include all assets and cash once. No diversification, risk tolerance, correlation, currency conversion or suitability assessment is made. Educational arithmetic from entered figures, not an investment recommendation, valuation opinion, forecast or guarantee. Taxes, inflation and foreign-exchange changes are excluded unless explicitly entered. Use one currency throughout; currency selection only changes labels.
What information do I need?
Use records for the same job, equipment or accounting period. Only the fields for your selected entry method are required. An unknown amount is not zero.
Input definitions and where to find them
- Asset values and desired allocation: Use matching records or an explicitly identified assumption for asset values and desired allocation. Unknown is not the same as zero.
- Asset label: Use matching records or an explicitly identified assumption for asset label. Unknown is not the same as zero.
- Current market value (selected currency): Use matching records or an explicitly identified assumption for current market value. Unknown is not the same as zero.
- Target allocation (%): Use matching records or an explicitly identified assumption for target allocation. Unknown is not the same as zero.
Use the Where to find this value controls beside the inputs for available work-it-out helpers. Estimates remain your assumptions; a helper does not verify the source figures.
Worked example
Example amounts use US dollars (USD).
Example answer: Total entered portfolio value is $10,000.00 for the illustrative inputs below.
Example inputs
- Asset values and desired allocation
- Asset label: Stocks
- Current market value: $6,000.00
- Target allocation: 60.00 %
- Asset label: Bonds
- Current market value: $4,000.00
- Target allocation: 40.00 %
- Total entered portfolio value
- $10,000.00
- Stocks — actual allocation
- 60.0000 %
- Stocks — deviation from target
- 0.0000 percentage points
- Bonds — actual allocation
- 40.0000 %
- Bonds — deviation from target
- 0.0000 percentage points
- Target weights are supplied, not recommended. The detailed table also shows each target allocation.
These illustrative values are not recommended rates or industry averages. Replace every example input with your own figures.
Use the result well
Use this portfolio allocation calculator to compare entered asset values with target weights and show percentage-point deviations.
Keep inputs on the same scope and time basis. Calculations retain precision internally; displayed values generally round to two decimal places, with extra precision for very small values and whole-unit rounding where required. Economic comparisons describe your supplied assumptions and do not guarantee future results.
This tool provides business arithmetic. It does not approve engineering designs, establish legal or tax treatment, select equipment or certify safe operating conditions.