Start free

Investments & Markets · Stocks, Bonds & Funds

Asset Allocation Calculator

Get a suggested mix of stocks, bonds and cash based on your risk tolerance and time horizon.

  • Free to use here · embed on the Business plan
  • 3 inputs · 3 results
  • English & Spanish

Try the Asset Allocation Calculator

See a suggested portfolio mix — results update as you type.

Loading the live calculator…

Estimates only — not a loan offer or financial advice.

Put this calculator on your website

What this calculator does

What the Asset Allocation calculator works out

The Asset Allocation Calculator is a free, embeddable calculator from CalcFunnel. Get a suggested mix of stocks, bonds and cash based on your risk tolerance and time horizon.

You enter 3 inputs: amount to invest, risk tolerance and years until you need it.

It returns stocks, bonds and cash.

Built for wealth managers and RIAs. Embedding it on your own website needs the Business plan (from $210/month, with a 14-day free trial), which unlocks the Investments & Markets category.

Results it shows

  1. 01Stocks
  2. 02Bonds
  3. 03Cash

The first figure — stocks — is the headline result.

Inputs

The inputs it uses

Each field below comes straight from the calculator, with the same help text visitors see when they hover the info icon.

Amount to Invest
The total portfolio amount to allocate.
Risk Tolerance
How comfortable you are with ups and downs in value.Options: Conservative · Moderate · Aggressive
Years Until You Need It
A longer horizon supports a higher stock allocation.

For your website

Embed this calculator on your website

Put the Asset Allocation Calculator on your own site with your colors, copy and lead form. Every calculation can arrive in your CRM with the numbers attached.

Works on WordPress, Wix, Squarespace, Webflow, Shopify, GoHighLevel and plain HTML — paste one line into an HTML or code block. No plugin needed.

Start free How embedding works

Free plan, no card. 14-day trial on Pro & Business.

  1. Inline on any pagePaste the snippet where the calculator should appear. It fills the width of its container and resizes to fit its content.
  2. Popup buttonA button sits on your page; visitors click it and the calculator opens in a popup.
  3. Floating corner widgetPaste once — or in your site-wide footer code — to show a floating calculator bubble in the corner of every page.
  4. Open from your own link or buttonGive any existing link, button or image a class and it opens the calculator when clicked.
  5. Direct linkA full-page link to the calculator for emails, social posts, QR codes or a menu item.

FAQ

Asset Allocation calculator FAQs

Still stuck? Ask the team — we reply within one business day.

Q.01What does the Asset Allocation Calculator calculate?
Get a suggested mix of stocks, bonds and cash based on your risk tolerance and time horizon. It returns stocks, bonds and cash.
Q.02What information do I need to use the Asset Allocation Calculator?
You enter 3 inputs: amount to invest, risk tolerance and years until you need it. Every input starts with a sensible default, so you can change only what you know.
Q.03What does “Amount to Invest” mean in the Asset Allocation Calculator?
The total portfolio amount to allocate.
Q.04What does “Risk Tolerance” mean in the Asset Allocation Calculator?
How comfortable you are with ups and downs in value.
Q.05Is the Asset Allocation Calculator free to use?
Yes — you can use it on this page for free, without an account. Embedding it on your own website needs the Business plan (from $210/month, with a 14-day free trial), which unlocks the Investments & Markets category. Compare plans.
Q.06Can I embed the Asset Allocation Calculator on my website?
Yes. Embed it inline, as a popup button, as a floating corner widget, from your own link or button, or share a direct link. It works on WordPress, Wix, Squarespace, Webflow, Shopify, GoHighLevel and plain HTML sites with one line of code — see embedding.
Q.07Is the Asset Allocation Calculator available in Spanish?
Yes. Labels, tooltips and result names are available in English and Spanish, and visitors can switch language in the calculator.
Q.08Can the calculator capture leads?
Yes. It can end with a lead form, a Get a Quote form, a Share panel or a button to any URL. Leads are saved with the inputs and results attached and can be forwarded to your CRM by webhook.
Q.09Are the Asset Allocation results financial advice?
No. Educational guideline only. A suggested allocation is not personalized investment advice; consider your full situation or consult an advisor.

Related investments & markets calculators

All 15 in Investments & Markets

Your website does the math. You get the lead.

The Asset Allocation Calculator is one of 188 calculators you can brand and embed with one line of code.

Start free Compare plans
  • Free plan, no card
  • 14-day trial on Pro & Business
  • Cancel any time