Portfolio tools
Useful calculators and explainers in the portfolio collection.
Portfolio Two-Asset Rebalance Trade Calculator
Portfolio Two-Asset Rebalance Trade Calculator: calculate or inspect translates target allocation into a nominal rebalancing trade ignoring costs and restrictions. Based on inputs you provide; no invented market quotes.
Use tool →PortfolioPortfolio Concentration HHI Calculator
Portfolio Concentration HHI Calculator: calculate or inspect measures relative concentration across three mutually exclusive holdings. Based on inputs you provide; no invented market quotes.
Use tool →PortfolioPortfolio Weighted Return Calculator
Portfolio Weighted Return Calculator: calculate or inspect combines two period-aligned return assumptions at unchanged starting weights. Based on inputs you provide; no invented market quotes.
Use tool →PortfolioTwo-Asset Portfolio Volatility Calculator
Two-Asset Portfolio Volatility Calculator: calculate or inspect models two-asset volatility from time-aligned annualized inputs and correlation. Based on inputs you provide; no invented market quotes.
Use tool →PortfolioParametric Value-at-Risk Scenario Calculator
Parametric Value-at-Risk Scenario Calculator: calculate or inspect an idealized risk statistic; crypto returns may have fat tails and regime shifts. Based on inputs you provide; no invented market quotes.
Use tool →PortfolioPortfolio Drawdown Stress Test
Portfolio Drawdown Stress Test: calculate or inspect applies a uniform hypothetical drawdown instead of asserting a market prediction. Based on inputs you provide; no invented market quotes.
Use tool →PortfolioCrypto Portfolio Stablecoin Buffer Calculator
Crypto Portfolio Stablecoin Buffer Calculator: calculate or inspect examines redemption-liquid assets without implying stablecoins are risk-free. Based on inputs you provide; no invented market quotes.
Use tool →PortfolioAllocation Drift From Target
Allocation Drift From Target: calculate or inspect identifies deviation from a desired allocation in percentage points. Based on inputs you provide; no invented market quotes.
Use tool →PortfolioPortfolio Rebalancing Turnover Calculator
Portfolio Rebalancing Turnover Calculator: calculate or inspect summarizes repositioning intensity using a simple one-way convention. Based on inputs you provide; no invented market quotes.
Use tool →PortfolioAsset Contribution to Portfolio P/L
Asset Contribution to Portfolio P/L: calculate or inspect attributes part of a portfolio change to a single asset in common currency. Based on inputs you provide; no invented market quotes.
Use tool →PortfolioCrypto Portfolio CSV Allocations
Crypto Portfolio CSV Allocations. Calculates diversified holdings shares from user-provided values.
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