Back to Tools
Portfolio calculator
📊 Portfolio Builder Pro
Multi-asset portfolio analysis with allocation, projected returns & risk-adjusted scoring
Portfolio Settings
Asset Allocation
Asset Name
Amount ($)
Exp. Return %
Asset Type
Projected Portfolio Value
$0
After 10 years at blended return
Total Invested
$0
Total Gains
$0
Blended Return
0%
Risk Score
—
Asset Breakdown
| Asset | Value | Allocation | Projected Value |
|---|
Portfolio Intelligence
About the Portfolio calculator
Build a simple investment portfolio, choose a risk profile and see how it could grow over your time horizon with different rebalancing choices.
How to use the Portfolio calculator
- Add your assets with + Add Asset (for example a stock, a bond fund or a crypto asset) and enter their amounts.
- Set the Investment Horizon (Years), your Risk Tolerance (Conservative, Moderate or Aggressive), the Rebalancing frequency and the Currency.
- Press Calculate.
Formula and method
The projection applies an assumed return and volatility to each asset, weighted by its share of the portfolio. Rebalancing resets the weights back to your targets at the chosen interval.
Tips
- Diversifying across asset types reduces the impact of any single investment.
- Higher expected returns come with more risk and bigger swings.
- Results are illustrations, not predictions or advice.
Frequently Asked Questions
Buying and selling to bring your portfolio back to its target mix after markets have moved.