Portfolio planner
Build a diversified portfolio by splitting your investment capital across multiple pots. Add items, choose whether each is a percentage or a fixed amount, and enter the total amount to split.
Portfolio planner
TL;DR
- Plan your diversified investment portfolio.
- Add portfolio items and choose percentage or fixed amount.
- Enter the total amount to split.
- Click calculate to see the split per pot.
What the calculator does?
This portfolio planner shows how a total investment amount is divided across multiple portfolio items. Fixed amounts are reserved first; percentage items then split the remaining capital according to their percentages.
For who is this calculator?
This tool is ideal for investors and financial planners who want to set up a diversified portfolio and quickly see how much money should go into each asset class or fund.
How does this calculator work?
Fixed amounts are subtracted from the total first. Percentage items then receive their share of the remaining capital. If the percentages do not cover the full remainder, the uncovered part is reported as leftover.
FAQ Section
Q: Can I use both percentages and fixed amounts?
A: Yes. Fixed amounts are reserved first and the rest is divided over the percentage items.
Q: What happens if the percentages do not add up to 100%?
A: Only the provided percentages of the remainder are allocated. The rest stays as leftover.
Q: Is the leftover amount real?
A: Small leftovers can appear due to rounding. You can adjust the last item to absorb the remainder.
Here be dragons...
While we obsessively strive for accuracy, actual figures may vary based on your individual circumstances. Always consult with a certified financial planner (CFP) or qualified tax professional before making (big) financial decisions. You can use this tool to get a better picture before you do and to understand how it works.