Analyze portfolio allocation, weighted average return, and P&L for up to 10 holdings.
| Stock / Asset Name | Purchase Price | Current Price | Shares Held | Weight | Return | P&L | |
|---|---|---|---|---|---|---|---|
| 29.2% | +30.00% | +₩2,250 | |||||
| 37.8% | +50.00% | +₩4,200 | |||||
| 33.0% | +175.00% | +₩7,000 |
Enter the name, purchase price, current price, and number of shares for each position. Add up to 10 holdings.
Each holding shows its portfolio weight (%), individual return rate, and P&L. The donut chart displays the allocation breakdown.
This is the true portfolio return weighted by investment amount — more meaningful than a simple average of individual returns.
Rebalancing means adjusting holdings back to target weights. Example: if stocks rise from a 60% target to 70%, you sell some stocks to restore the 60/40 stock-bond balance.
Calculate your new average price by entering your current holdings and additional purchases.
Calculate your estimated monthly take-home pay after Federal, State, and FICA taxes.
Calculate the future value of your investment with monthly contributions.
Calculate Return on Investment (ROI) and annualized ROI.