Portfolio weight calculator

Your weights move even when your holdings don’t.

Enter what you own and see each holding’s share of the total. Change one number and watch every other share move.

Try it with your own numbers

Your inputs

Each holding’s weight

Calculated holding weights
Holding	Value (USD)	Weight
Global equities	$5,000.00	50.00%
Bonds	$3,000.00	30.00%
Cash	$2,000.00	20.00%
Total	$10,000.00	100.00%

Holding value ÷ total value × 100. Displayed weights are rounded to two decimals and may not add to exactly 100%.

This table shows the worked example. To change the values here, enable JavaScript. You can also calculate a weight yourself: holding value ÷ total value × 100.

The starting holdings are a synthetic example. Replace them with your own; nothing you enter leaves this tab.

An example

What happens when you add cash

Change cash from $2,000 to $7,000. The total becomes $15,000, and the $5,000 holding falls from 50% of the portfolio to 33.33%, even though its own value hasn’t changed.

In the starting example, the three values add to $10,000, so the $5,000 holding is half the total: $5,000 ÷ $10,000 × 100 = 50%.

What the calculator assumes

What it doesn’t handle

Use values from the same time and in the same currency. The calculator accepts values of zero or more, with up to two decimal places. It doesn’t model short positions, debts, exchange rates, prices, or returns.

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