Position Sizing Calculator

Enter capital and stock price to calculate allocation ratios for different strategies

Input Parameters

$
Capital Input Mode
$
Advanced Options
0%

Reserve some cash for unexpected situations

Enter total capital and stock price to calculate position sizing

Pyramid (4-3-2-1)

The most robust strategy, emphasizing a solid foundation. 40% base position at fair valuation or trend confirmation, then scale in.

Pros

  • Lower average cost
  • Strong risk resistance
  • Suitable for long-term investment

Cons

  • If base position is poorly timed, adding too fast during decline may lead to being trapped

All Strategies

Pyramid (4-3-2-1)

40% 30% 20% 10%

The most robust strategy, emphasizing a solid foundation. 40% base position at fair valuation or trend confirmation, then scale in.

Pyramid Variant (2-2-3-2-1)

20% 20% 30% 20% 10%

Split the base position to reduce initial entry risk, suitable for volatile markets.

Rectangular (3-3-3-1)

30% 30% 30% 10%

Buy 30% three times, keep 10% cash as 'emergency fund' for black swan events.

Inverted Pyramid (1-2-3-4)

10% 20% 30% 40%

Minimal initial investment, then significantly increase. Suitable when highly confident in the target and expecting significant upside.

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This tool is for reference only and does not constitute investment advice. Investing involves risks, please evaluate carefully.