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Investment portfolio calculator

Add the portfolio's assets with their current value — stocks, bonds, deposits, real estate, anything. The calculator computes the total portfolio value and each asset's share as a percentage.

Portfolio assets

Asset Value Remove row

Result

Portfolio value

Your inputs are stored in this browser, so everything is still here next time. Nothing is sent to a server.

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.

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