AxelBase
Portfolio Checker

Professional, client-side portfolio analysis. Fast, secure, and beautiful.

Enter Your Assets

About the Portfolio Allocation Checker

The Portfolio Allocation Checker is a lightweight, completely client-side web utility that instantly calculates and visualizes how your investments are distributed across different assets. Built with privacy and simplicity in mind, it helps everyday investors, crypto holders, and financial enthusiasts quickly understand their exposure without relying on third-party platforms, logins, or cloud storage.

Unlike traditional portfolio trackers that require account connections, API keys, or data uploads, this tool performs every calculation directly in your browser using plain JavaScript. You enter asset names and values manually, click one button, and receive a precise breakdown of percentages — complete with a clean table and an interactive pie chart. No information ever leaves your device. There are no servers, no databases, no tracking pixels, and no analytics scripts collecting usage data.

The core logic follows straightforward financial mathematics: sum all entered values to determine the total portfolio size, divide each individual asset value by that total, multiply by 100 to get percentages, and round to two decimal places for readability. Special handling prevents division by zero (displaying a clear warning instead), and negative values are automatically clamped to zero during input normalization. These safeguards ensure the output is always mathematically valid.

The visualization uses a responsive pie chart with distinct colors, hover tooltips showing both dollar amounts and percentages, and a right-aligned legend for easy reading. When you add more than ten assets, gentle warnings appear on both the input and results pages to remind you that very crowded charts can become harder to interpret — encouraging thoughtful grouping of smaller positions (e.g., “Other Crypto” or “Minor Equities”).

Designed as a minimalist static site using SvelteKit, the entire application is served from GitHub Pages with no backend dependencies. It supports unlimited asset entries (soft warnings only), USD-formatted values with proper thousand separators, and mobile-friendly layout thanks to Bootstrap. Whether you’re reviewing a simple three-asset mix or managing a diversified 20+ position portfolio, the tool gives instant, private feedback to support better-informed decisions.

Privacy, speed, and clarity — that’s the promise. Your portfolio stays yours.

How to Use the Portfolio Allocation Checker

Getting started takes less than thirty seconds. Follow these three simple steps to see your current asset distribution clearly and privately.

1
Enter Your Assets

Start on the home page. Add as many assets as you need by typing a name (e.g. Bitcoin, S&P 500 ETF, Corporate Bonds) and the current value in USD. Click “Add Asset” to create more rows — there is no hard limit. For best chart readability, consider grouping very small positions into categories such as “Other Crypto” or “Minor Stocks”. Remove rows you no longer need with the red “Remove” button.

2
Calculate Allocations

Once all relevant assets are listed with positive values, click the blue “Calculate Allocations” button. The tool instantly sums the total portfolio value, computes each asset’s percentage share, and handles edge cases (zero total triggers a warning). Everything happens locally — no waiting for servers, no data transmission, no login required. Results appear on the next screen in under a second.

3
Review & Interpret

On the results page you will see a detailed table listing every asset, its dollar value (formatted with commas and two decimals), and its exact percentage. Below the table is a clear pie chart with hover tooltips showing both value and percentage. If you entered more than ten assets, a dismissible notice reminds you the chart may appear crowded. Use the “Back to Home” button to adjust inputs and recalculate as many times as needed.

That’s it — private, instant, and accurate allocation insights whenever you need them.

Frequently Asked Questions

No. The entire application runs in your browser. Asset names, values, and calculated results never leave your device. There are no servers, no databases, no API calls, no analytics tracking, and no cookies that persist beyond your session.

Pie charts become hard to read when there are too many small slices. The warning is a gentle reminder to consider grouping smaller positions (e.g., “Other Altcoins”) so the visualization remains useful. You can ignore it — the table still shows every entry accurately.

The tool prevents invalid math by showing a clear warning message and refusing to generate results. Simply add at least one positive value or correct blank/negative entries and try again. This safeguard ensures percentages are always meaningful.

No. It only shows the mathematical distribution of the values you enter. It does not recommend buying, selling, holding, or rebalancing any asset. Use the results as one piece of information alongside your own research and professional advice.

Yes. The layout is fully responsive. The input form, table, and pie chart adapt to smaller screens. On phones you may need to scroll horizontally for wide tables, but all functionality works perfectly.

Two decimal places provide enough precision to notice small changes without cluttering the display. Whole numbers (e.g. 40%) appear as 40.00% so shifts like 9.85% to 10.12% are clearly visible.