Quick insight: Premium access reveals the full comparison and planning detail behind this tool, so you can decide with more confidence.
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Portfolio Analyzer
Optimize your asset allocation with an advanced interactive planner. This tool helps long-term investors compare current allocations with target portfolios and rebalance efficiently.
What you can do:
• Visualize your current and target allocation splits
• Measure portfolio risk, expected return, and Sharpe ratio
• See exact rebalancing guidance for a simpler, smarter portfolio
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Advanced Tool
Portfolio Analyzer
Input your current portfolio asset values and set target allocations. Detect drifts and generate immediate rebalancing execution directions.
1. Current Allocations & Targets
| Asset Class | Current Value (€) | Target Weight (%) | Current Weight (%) |
|---|---|---|---|
| Global Stocks | % | 0% | |
| Government Bonds | % | 0% | |
| Real Estate (REITs) | % | 0% | |
| Commodities / Gold | % | 0% | |
| Cash Accounts | % | 0% |
⚠️ Target weights must add up to exactly 100% (currently: 0%)
2. Risk & Performance Analysis
Expected Annual Return
0%
Portfolio Volatility (SD)
0%
Sharpe Ratio (Rf=2%)
0
Total Valuation
€0
Current Allocation Split
Target Allocation Split
3. Rebalancing Trade Directions
Adjustments required to match your designated target allocation model.
| Asset Class | Current Value | Target Value | Current weight | Drift Drift | Action Needed |
|---|