Portfolio Calculator
Track and analyze your investment portfolio performance. Add multiple holdings, calculate returns, view allocation breakdown, and monitor overall portfolio performance. 100% free and private.
Add Holding
Asset Allocation
View portfolio breakdown with allocation percentages and interactive pie chart visualization.
Performance Tracking
Calculate returns, track gains/losses, and identify best and worst performing holdings.
100% Private
All calculations happen in your browser. Your portfolio data never leaves your device.
How to Use Portfolio Calculator
Add Your Holdings
Enter the ticker symbol, number of shares, purchase price, and current price for each holding. Click Add to include it in your portfolio.
Review Your Holdings
View your holdings in the table. Edit or remove holdings as needed before calculating.
Calculate Portfolio
Click Calculate Portfolio to analyze performance, gains/losses, allocation percentages, and overall portfolio returns.
Export & Share
Copy the summary to your clipboard or export to CSV for further analysis in spreadsheet software.
Frequently Asked Questions
How do I calculate portfolio return?
Portfolio return = (Ending value - Beginning value + Withdrawals - Contributions) / Beginning value. This time-weighted return accounts for contributions and withdrawals. Our calculator automatically adjusts for cash flows.
What is asset allocation?
Asset allocation is the distribution of your investments across different holdings. It's shown as a percentage of your total portfolio value. Proper allocation helps manage risk and optimize returns.
How do I track multiple holdings?
Add each holding by entering the ticker symbol, number of shares, purchase price, and current price. The calculator will show individual performance and overall portfolio metrics.
What is allocation percentage?
Allocation percentage shows what portion of your total portfolio each holding represents. It's calculated as (Holding Value / Total Portfolio Value) × 100.
Can I export my portfolio data?
Yes! Click the "Export CSV" button to download your portfolio holdings and calculations in a spreadsheet format. You can also copy the summary to your clipboard.
Is my portfolio data private?
Yes! All calculations happen entirely in your browser. Your holdings, prices, and portfolio data are never sent to any server.