Portfolio Allocation Delta Calculator

How to use Portfolio Allocation Delta Calculator

The new portfolio total is current values plus entered cash flow. Each target value is its normalized target weight times that total; the difference from its current value is a value delta, not an order.

1. Enter current holding values, target fractions summing to1, net contribution (negative for withdrawal).
2. Choose the stated convention and check the units and supported model.
3. Calculate, inspect the result, then copy or download it.

Good to know

• 1–100 nonnegative holding values and matching nonnegative weights summing to1 within1e-12. Final total must be nonnegative. No prices, trade quantities, suitability or tax assumptions.
• Runs locally. Text/JSON fields are capped at30,000 characters; stricter page-specific and numeric-string limits also apply. Numeric inputs are bounded to magnitude1e15 and nonzero magnitude at least1e-100 unless an exact-string mode states otherwise. Approximate summaries use12 significant digits; CSV numeric cells retain the complete stored value and potentially formula-like string cells gain a protective apostrophe; unsupported, non-finite or detected underflow states return an error.
• Educational user-assumption arithmetic only. No live prices, laws, tax rules, quotes or financial advice.