Portfolio Allocation Calculator
Paste a holdings list and see allocation percentages by asset class, holding, sector, or account — with values, bars, counts, and diversification score.
What this tool does
Portfolio allocation is the percentage split of your holdings: how much sits in stocks, bonds, cash, one sector, one account, or one oversized position. Paste rows from a broker export or spreadsheet and this tool groups the values, calculates each slice's percent of the total, and returns a chart-ready table with proportional bars.
The conversion runs locally in WebAssembly. Nothing is uploaded, and the output is plain text you can paste into a report, spreadsheet, or charting tool.
Input format
Use CSV or tab-separated rows. A header row is allowed and skipped automatically:
Name, Value, Asset, Sector, Account
AAPL, 6000, Stocks, Technology, Brokerage
BND, 3000, Bonds, Bonds, IRA
Cash, 1000, Cash, Cash, Savings
Columns after value are optional. If you group by a missing field, the holding lands in (unspecified).
Values can be plain numbers, currency amounts, accounting negatives, or a quick shares-at-price expression:
6000$1,234.50(tab-separated rows work best when using thousands commas)(500)for a negative value10 @ 150or10 x 150for shares times price
Options
| Option | Choices | What it does |
|---|---|---|
| Group by | asset (default), holding, sector, account | Chooses the allocation dimension. |
| Sort | value (default), label | Sorts largest-first or alphabetically. Top-N is applied before label sorting. |
| Top N slices | 0 to 1000 | Use 0 to show everything, or keep the biggest N slices and fold the rest into Other. |
| Currency prefix | $, €, £, USD, blank | Prefix shown before values in the output table. |
Example
With this input:
Name, Value, Asset, Sector, Account
AAPL, 6000, Stocks, Technology, Brokerage
BND, 3000, Bonds, Bonds, IRA
Cash, 1000, Cash, Cash, Savings
Grouped by asset, the output starts:
Allocation by asset class — $10,000.00 total across 3 holdings
Stocks $6,000.00 60.00% ██████████████·········· (1 holding)
Bonds $3,000.00 30.00% ███████················· (1 holding)
Cash $1,000.00 10.00% ██······················ (1 holding)
FAQ
Is this financial advice?
No. It only calculates percentages from numbers you provide. It does not recommend trades, target allocations, or investments.
Can I paste a brokerage CSV export?
Yes, if you reduce it to the columns this tool expects: name, value, and optional asset, sector, and account. A spreadsheet copy-paste with tabs works well, especially for values that contain comma thousands separators.
What does Top N do?
Top N keeps the largest slices and folds the rest into an Other row. That is useful for charting a portfolio with many small positions while keeping the chart readable.
What is the concentration score?
The HHI score squares each slice's percentage and sums the result. Higher numbers mean more concentration. The tool labels the score as well diversified, moderately concentrated, or highly concentrated.
What are the limits?
The tool accepts up to 5 MB of pasted text and 100,000 holdings. It does not fetch live prices, identify tickers, infer sectors automatically, or connect to brokerage accounts.
Developer & Automation Access
Run it from the terminal
Same engine as this page, headless — via the gizza CLI:
gizza tool portfolio-allocation "Name, Value, Asset, Sector, Account
AAPL, 6000, Stocks, Technology, Brokerage
BND, 3000, Bonds, Bonds, IRA
Cash, 1000, Cash, Cash, Savings"New to the CLI? Get gizza →
Open it by URL
Pre-fill and auto-run this tool with query parameters — the names match the API/CLI:
https://gizza.ai/tools/portfolio-allocation/?input=Name%2C%20Value%2C%20Asset%2C%20Sector%2C%20Account%0AAAPL%2C%206000%2C%20Stocks%2C%20Technology%2C%20Brokerage%0ABND%2C%203000%2C%20Bonds%2C%20Bonds%2C%20IRA%0ACash%2C%201000%2C%20Cash%2C%20Cash%2C%20Savings&group_by=asset&sort=value&top_n=0¤cy=%24Machine-readable descriptor: tool.json — title + parameters JSON Schema for agents.