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🥧 Free Tool

Portfolio Allocation Tool

Design your ideal asset mix and instantly see your risk profile, expected return, and historical volatility.

Set your allocation

Sliders must total 100%

📈
Stocks
Global equities
60%
🏛️
Bonds
Government & corporate
20%
🏠
Real Estate
REITs & property
10%
🥇
Commodities
Gold, oil, silver
5%
💰
Cash
Savings & money market
3%
₿
Crypto
Bitcoin, Ethereum…
2%
Total allocation 100%
⚠️ Your allocation doesn't add up to 100%. Adjust the sliders.

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Expected Return
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Volatility
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Sharpe Ratio
How to use this tool: Adjust the sliders to reflect your target portfolio. The risk profile updates instantly based on historical return and volatility estimates. A Sharpe Ratio above 1.0 is generally considered good — it measures return per unit of risk. There is no "perfect" allocation; the right mix depends on your time horizon, goals, and risk tolerance.