Portfolio Calculator
Analyze your investment portfolio performance and risk metrics
Portfolio Assets
| Asset | Allocation (%) | Expected Return (%) | Risk (%) | Value ($) | Action |
|---|---|---|---|---|---|
Portfolio Analysis Guide
Key Metrics
- • Weighted Return: Average return weighted by allocation
- • Weighted Risk: Average risk weighted by allocation
- • Sharpe Ratio: Risk-adjusted return measure
- • Diversification Score: Portfolio diversification level
Risk Levels
- • Very Low: 0-5% weighted risk
- • Low: 5-10% weighted risk
- • Moderate: 10-15% weighted risk
- • High: 15-20% weighted risk
- • Very High: 20%+ weighted risk