Portfolio allocation calculator
Turn three current holding values into portfolio weights and see the largest concentration.
Example assumptions. Inputs stay in this browser; no account connection or live data is used.
Your result
A CSV downloads only when you select the button.
How it works
Holding weight (%) = holding value ÷ total value × 100.
Worked example
Values of $6,000, $3,000 and $1,000 total $10,000. Their weights are 60%, 30% and 10%.
Limits of this model
Enter values measured in the same currency at the same time. We do not fetch balances, recommend allocations, assess correlated exposures, or estimate future returns.