Portfolio Analysis Calculator

This tool helps you analyze your investment portfolio's total return and the contribution of each asset.

  • Enter the **Current Value** of each asset.
  • Enter the **Return** for each asset as a **percentage** (e.g., for a 10% return, enter `10`; for a -5% loss, enter `-5`). The calculator will convert it to a decimal for calculations.
  • Ensure all values are accurate for the same time period (e.g., all current values and all returns are from the last month or last year).

Your Investment Assets

Analysis Results

Total Portfolio Value: INR 0.00

Overall Portfolio Return: 0.00%

Understanding Your Results:

  • **Portfolio Weight:** Shows how much each asset contributes to your total portfolio. Diversification is key!
  • **Weighted Return:** The actual percentage points each asset added or subtracted from your portfolio's total return.
  • **Overall Portfolio Return:** Your portfolio's combined gain or loss. A positive percentage means profit, negative means loss.
Scroll to Top