Stock Portfolio Value Calculator
Total portfolio value from positions.
Calculate total stock portfolio value from individual position values and average cost basis. Enter position 1 value and position 2 value for an instant result.
What this tool does
Enter values for up to four positions. The tool shows total value and largest position share.
Enter Values
Formula Used
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Disclaimer
Results are estimates for educational purposes only. They do not constitute financial advice. Consult a qualified professional before making financial decisions.
30,000 + 25,000 + 18,000 + 12,000 = 85,000 portfolio. Largest position 35%; moderate concentration. Quick snapshot useful before deciding on new purchases or portfolio rebalancing.
Portfolio tracker.
A worked example
Try the defaults: position 1 value of 30,000, position 2 value of 25,000, position 3 value of 18,000, position 4 value of 12,000. The tool returns 85,000.00. You can adjust any input and the result updates as you type — no submit button, no reload. That's the real power here: seeing how sensitive the output is to one or two assumptions.
What moves the number most
The result responds to Position 1 Value, Position 2 Value, Position 3 Value, and Position 4 Value. The rate and the time horizon usually dominate — compounding means a small change in either reshapes the final figure more than a similar shift in contribution size. Test this by doubling one input at a time.
The formula behind this
Simple sum of position values. Largest position identified for concentration insight. Everything the calculator does is shown in the formula box below, so you can check the math against your own spreadsheet if you want.
Using this well
Treat the output as one point on a wider map. Run it three times — a pessimistic case, a central case, and a stretch case — and plan against the pessimistic one. That habit alone separates people who stick with an investment plan from those who bail at the first wobble.
What this doesn't capture
Steady-rate math ignores real-world volatility. Actual returns are lumpy; sequence-of-returns risk matters most in drawdown; fees and taxes drag on compound growth; and behaviour changes in drawdowns can reduce outcomes below the projection. Treat the number as one scenario, not a forecast.
Portfolio total produces a sum based on the inputs provided.
Inputs
This example uses typical values for illustration. Adjust the inputs above to match a specific situation and see how the result changes.
Sources & Methodology
Methodology
Simple sum of position values. Largest position identified for concentration insight.
Frequently Asked Questions
How often should I check?
More than 4 positions?
Include cash?
Track cost basis separately?
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