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Portfolio Tools

Average entry, rebalancing, allocation and portfolio performance utilities.

13 portfolio tools

💼Portfolio

Average Entry Price Calculator

Calculate your blended average entry price after buying the same coin twice — perfect for averaging down or scaling in.

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Crypto Capital Gains Tax Calculator

Estimate the capital gain and tax owed on a crypto sale from your proceeds, cost basis, fees and tax rate.

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Price Target Calculator (Reach Your Goal)

Find the price your coin must hit for your holdings to reach a target value — and how big a move that is from today.

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Portfolio Rebalancing Calculator

Find out exactly how much of an asset to buy or sell to bring it back to your target allocation.

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Sharpe Ratio Calculator

Measure the risk-adjusted return of a portfolio or strategy with the Sharpe ratio, from annual return, risk-free rate and volatility.

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Maximum Drawdown Calculator

Paste a series of prices or portfolio values to find the maximum drawdown — the largest peak-to-trough drop — and the recovery needed.

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Monte Carlo Portfolio Simulator

Project a range of possible portfolio outcomes with a Monte Carlo simulation of 1,000 paths, from expected return, volatility and contributions.

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Two-Asset Portfolio Volatility Calculator

See how combining two assets changes overall risk. Enter weights, volatilities and correlation to get portfolio volatility and the diversification benefit.

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Sortino Ratio Calculator

Score a portfolio's return against downside risk only. The Sortino ratio is like the Sharpe ratio but ignores upside volatility — a fairer measure for volatile crypto strategies.

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Value at Risk (VaR) Calculator

Estimate the most you should expect to lose on a crypto position over a given horizon, at a chosen confidence level, using the parametric (variance–covariance) method.

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CAGR Calculator (Compound Annual Growth Rate)

Turn a start value, end value and time span into a single annualized growth rate. CAGR smooths out volatility so you can compare an investment's real yearly performance.

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Crypto Tax Loss Harvesting Calculator

See how much tax you save by realising a losing position to offset your crypto gains — the net tax saved, the effective discount on the loss, and how much loss carries forward.

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Crypto Withdrawal Calculator — How Long Will My Crypto Last?

Work out how long a crypto portfolio lasts if you withdraw a fixed amount each month, allowing for growth, staking yield and inflation — and the safe withdrawal rate that never runs it down.

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