PORTFOLIO & PERFORMANCE
Portfolio Allocation Calculator
Translate your own target percentages into dollar allocations.
Your result
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How to use this calculator
Adjust the inputs to your own scenario, then review the result alongside the assumptions below. The $ symbol is a currency label; the tool does not convert exchange rates.
Worked example
A $10,000 portfolio with 60% stocks, 30% bonds, and 10% cash allocates $6,000, $3,000, and $1,000.
The formula
Dollar allocation = total balance × target weight ÷ 100.
What the result means
Compare the output with the stated assumptions. Changing an input changes the arithmetic; it does not establish how a real trade or investment will perform.
Assumptions and limitations
Uses targets you choose; does not recommend assets or weights, place trades, or round to share quantities.
Common questions
What does this calculation include?
Uses targets you choose; does not recommend assets or weights, place trades, or round to share quantities.
Are the example inputs recommendations?
No. The defaults are worked examples. Enter values appropriate to your own calculation; outputs are estimates rather than forecasts.
Put your trading rules to the test
Explore supported daily stock rules, then review historical trades, drawdowns, and the report’s assumptions.
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Open calculator →Educational calculations, not a forecast or personalized investment advice. Your inputs are used locally for the calculation and are not submitted by this tool.