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FINANCE

Portfolio Weighting Method Calculator

Allocate an entered amount using equal, proportional-metric or inverse-volatility weights.

Enter your values

01 / INPUT
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Result

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Calculation steps

Work through one step at a time or reveal the complete calculation. The steps use your current inputs.

    How to calculate

    Construct a score of one, the entered metric, or one divided by volatility. Normalize scores and multiply by the allocation amount.

    Weight_i=score_i/Σscore

    Worked example

    For inverse volatility inputs 20, 10, 10, scores normalize to 20%, 40%, 40%; 12000 allocates as 2400, 4800, 4800.

    Assumptions and input details

    Metric units must be consistent within the list. Equal weighting ignores metric magnitude but still requires valid nonnegative numeric entries. Proportional scores need a positive total; inverse volatility requires every value positive. This compares mechanical weighting rules, not diversified risk parity or investment suitability. No live market data or national tax rules are inferred. Enter consistent amounts in one currency unless explicitly stated otherwise.

    Using this calculator

    Can I enter my own problem?

    Yes. Replace the example values with your own inputs. The result, calculation steps, tables and applicable diagrams update from those inputs. Blank or invalid values clear the result; example values are never silently substituted for missing inputs.

    Are the results exact?

    Results use floating-point arithmetic and displayed rounding. Read the formula, assumptions and any stated data precision before interpreting the result.

    Is my input uploaded?

    The calculation runs in your browser. No account, file upload or external AI service is required. Inputs are not saved between page reloads.

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