CURRENT PORTFOLIO ANALYTICS

This standalone calculator will show you the efficiency of a portfolio when you input a dollar amount, the rate of return, and the standard deviation.



This calculator is for illustration only and is not intended to constitute investment advice. This calculator should not be used to determine which securities to buy or sell, or when to buy or sell them. It is not intended to be used to assist any person in making his or her own decisions as to which securities to buy or sell, or when to buy or sell them, without individual consultation with a registered investment professional, as there are limitations and difficulties inherent in the use of this calculator. These limitations and difficulties include the fact that the calculator does not take into consideration individual investment objectives, financial situation, tax status, retirement ages, estate planning goals, health considerations and future medical needs.