Portfolio Allocation Calculator
Convert target allocation percentages into dollar amounts for stocks, bonds, cash, and other assets.
- Last reviewed
- July 8, 2026
- Cost
- Free to use
- Data
- Runs in your browser
Stocks Allocation
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Bonds Allocation
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Cash Allocation
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Other Allocation
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Methodology
How this calculator handles inputs
This calculator uses the values you enter above and applies the formula explained in the guide below. Results update in the browser and are intended for quick planning, comparison, and sanity-checking.
- Use consistent periods, currencies, and units across inputs.
- Review any assumptions before using the result in a decision.
- Recalculate when rates, prices, tax rules, or business terms change.
Important note
This tool provides general planning information only. It is not tax, legal, financial, accounting, or investment advice. Check the current rules for your location and speak with a qualified professional before making a high-stakes decision.
Guide
How it works
Use this calculator to convert portfolio allocation percentages into dollar amounts.
What this calculator does
The portfolio allocation calculator splits a portfolio into stocks, bonds, cash, and other assets based on target percentages.
Portfolio Allocation Formula
Allocation Amount = Portfolio Value x Target Percentage
Example calculation
For a 100,000 portfolio with 60% stocks, 30% bonds, and 10% cash, the target amounts are 60,000, 30,000, and 10,000.
When to use this calculator
- setting target allocations
- planning contributions
- comparing risk profiles
- preparing for rebalancing
FAQs
Should allocation percentages total 100%?
Usually yes. The calculator warns when the entered targets do not total 100%.
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