Trader Calculator
Capital Allocation Calculator
Plan capital distribution across stocks while keeping cash reserve and concentration risk visible.
What this calculator covers
Capital allocation is about more than dividing money equally. Good allocation considers available cash, the number of ideas you want to hold and the maximum exposure you are comfortable taking in a single stock. This calculator turns those inputs into a practical allocation view.
Why it matters for traders and investors
A portfolio can underperform badly even with good stock selection if capital is distributed poorly. Too much concentration increases drawdown risk, while too much cash can make the portfolio ineffective. This calculator helps balance deployment and protection.
Using the output
Start with total capital, reserve a cash percentage for flexibility, and then compare equal allocation with a maximum position cap. The suggested per-stock allocation gives you a disciplined starting point that can be adjusted for conviction and market conditions.
Related tool
If you want to go beyond calculator output, combine this page with our linked market research tools for deeper context. The calculator gives structure; the related tool helps with analysis.