Portfolio calculators
Cost basis, allocation, profit and rebalancing.
4 tools
- Portfolio
Portfolio Rebalancing Calculator
Compare current weights against targets and get the buy and sell amounts that restore them, including a new contribution.
Open calculator → - Portfolio
Portfolio Return Calculator
Separate investment gains from contributions, and annualise the result across the period you actually held it.
Open calculator → - Portfolio
Position Concentration Calculator
Measure how concentrated a portfolio really is: weights, the top three, a concentration index and the effective number of holdings.
Open calculator → - Portfolio
Averaging Down Calculator
See the new average price after adding to a losing position, and how much the move to break even actually shortens.
Open calculator →