Portfolio calculations
Rebalancing a portfolio with new contributions
Compare selling and buying with contribution-only rebalancing, including target weights, cash set aside and exchange rounding limits.
UpdatedCrypto guides with worked examples
Worked examples, calculation assumptions and the limits of the numbers shown by the tools.
20 published guides: 1 featured and 19 more in the directory.
Featured on the first page: Align price observations before comparing diversification.
More guides
Portfolio calculationsWhat a DCA backtest does and does not show
Understand how purchase dates, missing prices, fees and an equal-budget lump-sum comparison affect a DCA backtest.
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Portfolio calculationsAverage entry price versus break-even price
Work out a weighted average from several purchases, then account for buying fees and a future selling fee.
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Network feesBitcoin fees: sat/vB versus total sats
Convert a fee rate and transaction virtual size into total satoshis, BTC and an optional dollar estimate.
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Trading calculationsCrypto profit after buying and selling fees
Calculate the cost of buying, the proceeds from selling and the price needed to break even. Includes a worked spot-trade example.
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Network feesEthereum gas: transfers and contract interactions
Estimate an Ethereum execution fee from gas used, base fee and priority fee, and understand why a contract call can cost more.
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Trading calculationsPosition size, leverage and margin
Separate risk budget, asset units, position exposure and initial margin using an entry price and a planned stop.
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