ClearWorth

Portfolio Manager

Portfolio Allocation Calculator

BETA

Add your holdings, estimate market value, and see how your portfolio is allocated across positions. Use the dashboard view to spot concentration risk and understand your exposure.

Add a holding to begin. Prices stay editable if a live quote is unavailable.

Advanced research layer
Prices Stooq CSV

Free, no-key quote refresh for many US tickers and ETFs. Best for allocation math.

Fundamentals SEC company facts

Free filings data for PE-style ratios, revenue, income, shares, and balance sheet metrics once a hosted backend maps ticker to CIK.

Commercial APIs Free tiers

Alpha Vantage, EODHD, StockData, and similar APIs can add ratios/news, but usually need keys and rate-limit handling.

Total portfolio value $0 $0 estimated intraday move from refreshed quotes
Largest holding-
Top 3 weight0%
Positions0

Portfolio calculator guide

What this portfolio calculator does

This portfolio allocation calculator helps you estimate the value of your holdings and see how your portfolio is distributed across positions. It can help identify concentration risk and show which investments drive most of your exposure.

Updated May 13, 2026. Educational estimate only.

How to use it

  • Add each ticker or holding.
  • Enter the number of shares or position value.
  • Refresh prices if market data is available.
  • Review total portfolio value.
  • Check allocation percentages and concentration.

Example

A portfolio can feel diversified because it has many holdings, but one or two positions may still represent a large percentage of the total value. Allocation views make that easier to see.

Common assumptions

Market prices may be delayed, unavailable, or estimated depending on data access. Always verify current values with your brokerage before making decisions.

Is this connected to my brokerage?

No. This calculator relies on values or tickers you enter manually.

Does this provide investment advice?

No. It helps visualize allocation and concentration. It does not tell you what to buy or sell.

Why does allocation matter?

Allocation shows where your money is concentrated and can help you understand risk, diversification, and exposure.

Sources and research direction: Investor.gov on asset allocation, FINRA on diversification, and ClearWorth index fund guide.