PORTFOLIO & PERFORMANCE
Position Concentration Calculator
Measure the share of portfolio value in each holding.
Your result
Loading calculator…
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 $5,000 holding in a $10,000 account is 50% of the account.
The formula
Weight = holding value ÷ total value; concentration index = sum(weight fraction squared).
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
Exposure by market value only; no look-through holdings, correlations, derivatives, or recommended concentration limits.
Common questions
What does this calculation include?
Exposure by market value only; no look-through holdings, correlations, derivatives, or recommended concentration limits.
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.
Related calculators
Portfolio & Performance
Portfolio Allocation Calculator
Translate your own target percentages into dollar allocations.
Open calculator →Portfolio & Performance
Portfolio Rebalancing Calculator
Calculate dollar buys and sells to restore chosen target percentages.
Open calculator →Portfolio & Performance
Portfolio Dividend Income Calculator
Combine estimated cash dividends across multiple holdings.
Open calculator →Portfolio & Performance
Portfolio Gain/Loss Scenarios Calculator
Apply your own hypothetical return to each holding.
Open calculator →Portfolio & Performance
Cash Allocation Impact Calculator
Compare a chosen cash allocation with a hypothetical fully invested return.
Open calculator →Portfolio & Performance
XIRR / Money-Weighted Return Calculator
Calculate an annualized return from dated cash flows.
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.