Stocks & Portfolios

Portfolio Allocation

Describe portfolio weights from your entered asset values without recommending an allocation.

Your numbers

Sample inputs are illustrative. Changing currency changes labels only.

Your result

Preparing the sample calculation…

Shared links include your entered amounts. Saved scenarios stay in this tab only.

How to use this calculator

  1. Enter asset values, comma-separated.
  2. Choose a display currency, then select Calculate. Results also update after a brief pause while you edit.
  3. Read the result with the assumptions below. Export details or save a second scenario to compare your choices.

Formula and method

Asset weight = asset market value / total portfolio value × 100%.

Assumptions and limitations

Use current values in one currency. No market prices, correlations, risk targets or suitability advice are inferred.

Worked example

Asset values 5,000, 3,000 and 2,000 make a 10,000 portfolio with weights 50%, 30% and 20%.

What the result means

Describe portfolio weights from your entered asset values without recommending an allocation.

Common questions

How is the calculation performed?

Asset weight = asset market value / total portfolio value × 100%.

What does the model leave out?

Use current values in one currency. No market prices, correlations, risk targets or suitability advice are inferred.

Methodology and transparency

Calculation specification reviewed on 2026-10-14. Mathematical implementation is tested against independent reference fixtures. This does not imply review by a licensed financial professional. Read the testing and precision policy.