Portfolio assets
| Asset | Value | Remove row |
|---|---|---|
Result
Portfolio value
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This calculation is for informational purposes only and does not replace advice from a qualified professional. Formulas and rates may not fit your exact situation — double-check the figures before making decisions.
How it is calculated
Portfolio value = the sum of every row's value. Each asset's share = its value ÷ portfolio value × 100 — shown on the chart below the table.
This calculates composition and value, not return — if you need the weighted-average return of a portfolio from each asset's weight and return, use the portfolio return calculator.
Add and remove rows with the buttons below the table — the total and chart update as you type.