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Portfolio Allocation Drift Resources

Compare the current weights of supplied holdings with your own target weights.

Price changes can move portfolio weights away from a target even when quantities stay unchanged. This worksheet values your supplied holdings, calculates each current weight and measures drift in percentage points. It also shows the mathematical value and unit changes implied by those chosen targets.

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Portfolio Allocation Drift Worksheet

Compare supplied holdings with target weights you choose and see changes before fees.

Hypothetical holdings of 0.012 BTC at 50,000 USD and 0.2 ETH at 2,000 USD are worth 600 and 400 USD. Against chosen 50%/50% targets, current weights are 60%/40%, with drifts of +10 and −10 percentage points. Mathematical value changes are −100 and +100 USD, or 200 USD of total absolute movement.

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10 Services for Portfolio Allocation Records

Allocation review depends on complete holdings, chosen targets and dated prices. Portfolio record tools and spreadsheets may help organize those inputs; this comparison does not rank investment outcomes or prescribe an asset mix.

Compare documented roles using own holdings records, manual target assumptions, price timestamp, cash scope, import and export availability. The Telegram channel we promote is disclosed in the first entry.

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Prepare useful inputs

Include the assets and cash that belong to your chosen portfolio scope. Use one pricing currency, distinct asset names, nonnegative quantities and positive prices. Enter your own target percentages totaling 100. The page does not recommend targets or obtain current market prices.

Read results in their proper scope

The changes describe arithmetic relative to your targets, not trade instructions. Total absolute value changes counts both sides of a shift and is not an expected profit or fee estimate. Actual steps, costs and market availability would require separate planning.

The worked example and method can be read without JavaScript. Running the calculator requires JavaScript; its form values remain in the browser, with no account connection or quote lookup for calculation.

Official sources and scope

The sources document formats, mechanisms or record workflows. The arithmetic and editorial comparison on this page use the supplied worksheet definitions.

  • CoinStats manual and CSV portfolios

    Manual transaction and CSV portfolio records; not a claim of automatic target rebalancing.

    Reference checked 2026-10-01. Consult the source for current product rules.
  • Delta transaction CSV template

    Base, quote and fee currencies and explicit time zone; this CSV does not support shorts/margin.

    Reference checked 2026-10-01. Consult the source for current product rules.
  • CoinGecko portfolio documentation

    Portfolio and coin records; no unverified CSV export claim.

    Reference checked 2026-10-01. Consult the source for current product rules.
  • CoinTracking exchange data import

    Transaction import using CSV, manual entry and custom column mapping; review completeness and balances.

    Reference checked 2026-10-01. Consult the source for current product rules.
  • Microsoft Excel CSV import/export

    CSV import/export and explicit column interpretation; opening CSV applies default formats.

    Reference checked 2026-10-01. Consult the source for current product rules.