Track and analyze your investment portfolio. Free portfolio calculator shows allocation, returns, and diversification for stocks, bonds, ETFs, and more.
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Our portfolio calculator helps you track your investments, understand your asset allocation, and estimate future returns. A well-diversified portfolio is the foundation of long-term investment success, reducing risk while capturing market returns.
Modern portfolio theory suggests that asset allocation is the primary driver of investment returns. In 2026, a balanced portfolio might include 60% stocks (domestic and international), 30% bonds, and 10% alternatives (REITs, commodities, crypto). Your ideal allocation depends on your risk tolerance, time horizon, and financial goals.
Over time, different assets grow at different rates, causing your target allocation to drift. Rebalancing — selling overperforming assets and buying underperforming ones — maintains your desired risk level and can improve returns. Most experts recommend rebalancing at least annually.
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Misestimating variables like interest rates or ignoring fees/commissions.