InvestmentCalculator
Calculate the exact amount to buy or sell to reach your target portfolio allocation. A free tool for cryptocurrency investors who use fundamental analysis and position sizing.
What is the Investment Calculator?
The Investment Calculator helps you determine exactly how much of an asset to buy or sell to achieve your desired portfolio allocation. Instead of guessing, you can use this tool to calculate precise dollar amounts and unit quantities based on your current portfolio value, target bet size percentage, and the asset's current price.
This calculator is designed for investors who practice position sizing—the discipline of allocating specific percentages of your portfolio to individual assets based on your conviction level. Whether you're building a new position or rebalancing an existing one, this tool removes the guesswork from your investment decisions.
How It Works
Choose Your Action
Select whether you want to Buy (add to a position) or Sell (reduce a position). Each mode requires slightly different inputs.
Enter Your Portfolio Value
Input your total portfolio value in USD. This is the baseline used to calculate what percentage your target position should represent.
Set Your Target Bet Size
Enter the percentage of your portfolio you want this asset to represent. This is your bet size—the allocation that reflects your conviction level.
Get Your Investment Plan
The calculator shows you exactly how much to invest (in dollars) and how many units to buy or sell to reach your target allocation.
Calculate Your Investment
Calculate the exact amount to buy or sell to hit your desired percentage for an asset in your portfolio.
When to Use This Calculator
Building New Positions
When you've completed your fundamental analysis and determined a Focus score for an asset, use this calculator to determine how much to invest based on your conviction level and bet size rules.
Rebalancing Your Portfolio
When market movements cause an asset to exceed your target allocation, use the sell mode to calculate exactly how much to trim to bring it back within your bet size range.
Adding to Winners
When an asset you have high conviction in remains below your target bet size, calculate exactly how much more to add to reach your desired allocation.
Systematic Investing
Remove emotion from your investment decisions by using precise calculations instead of round numbers or gut feelings. Discipline leads to better long-term outcomes.
Position Sizing & Bet Size Management
This calculator is most powerful when used as part of a systematic investment framework. In the Fundamentally app, your Focus score (0-100) represents your conviction in an asset based on your own research. The Bet Size Manager then maps these conviction levels to suggested portfolio allocations.
For example, a high conviction asset (Focus 75-100) might warrant a 5-7% allocation, while a lower conviction asset (Focus 25-49) might only deserve 1-2%. This calculator helps you execute those allocations precisely.
Ready for Professional Portfolio Management?
The Investment Calculator is just one tool in the Fundamentally platform. Get access to Focus scoring, Bet Size Manager, Risk & Opportunity Signals, and more.