Free portfolio tool

Position concentration calculator

Enter your holdings, cash and a maximum position size. The calculator shows each holding's weight, the whole shares to sell to bring any oversized position back under the limit, how much of the portfolio sits in the largest five holdings, and the concentration index before and after.

Max position %Cash

Symbol	Shares	Price	Weight	Trim
			0.0%	OK
			0.0%	OK

Enter unique symbols with positive prices and a limit between 1% and 100%.

Result

Portfolio value: $5,000
Over the limit: 0
Largest holding: 0.0%
Top five: 0.0%
Index before: 0
Index after trims: 0

Weights use the prices you enter plus cash. Trims round up to whole shares so each position ends at or below the limit; proceeds stay as cash. The concentration index is the sum of squared percentage weights (10,000 means one holding). This does not use live quotes, tax lots or fees.

Enforce this limit on my account