T-02Instrument
Portfolio allocation analyzer
Set weights across a few asset buckets and notice how concentration or drift might look. Adjust inputs to see how outputs move. For learning, not a recommendation.
- Runs in
- Your browser
- Your inputs
- Stay on your device
- Output
- Arithmetic on your inputs
- Assumptions
- Stated in the notes
Run the portfolio allocation analyzer
Change a few inputs, read the summary, and reset if you want to compare cases. Outputs update as you edit so you can see how sensitive each result is to your assumptions.
Enter current and target weights. The model normalizes them to 100% and flags any sleeve that sits outside your drift band.
equities
fixed Income
alternatives
cash
Largest sleeve
55%
Share of the portfolio in the single biggest holding.
Allocation wheel
Ring segments are today's weights. Ticks mark each sleeve's target boundary.
- equities55% · target 60%
- fixed Income25% · target 20%
- alternatives10% · target 10%
- cash10% · target 10%
equities: Hold — drift -5%, keep within +/-5%.
fixed Income: Hold — drift 5%, keep within +/-5%.
alternatives: Hold — drift 0%, keep within +/-5%.
cash: Hold — drift 0%, keep within +/-5%.
Output is arithmetic on the inputs above. It leaves out taxes, fees and timing unless the panel says otherwise, and it is not a forecast.
What to look for
Inputs
Small changes first—see which numbers move the most.
Outputs
Charts and short text explain the result in plain language.
Limits
Models simplify real life. Taxes, fees, and timing can differ for you.
Read with it
- A-01
Not investment advice
Articles and calculators on this site are for learning. They are not a recommendation to buy or sell any security, and they are not tailored to your personal situation.
- Education vs personal advice. If you work with an adviser, that relationship has its own agreements and disclosures. Reading here does not replace that.
- No outcome guarantees. Markets are uncertain. We write to explain ideas and trade-offs—not to promise returns or timing.