Portfolio Margin Calculator

Calculate your portfolio margin by entering equity, costs, and revenue information. This calculator helps you determine your profit or loss for a given period.

Input Parameters

Calculation Results

Calculation Formula

Portfolio Margin = Revenue - Fixed Costs - Variable Costs

Where:
Portfolio Margin - Your net profit or loss
Revenue - Total income from your portfolio
Fixed Costs - Costs that remain constant regardless of output
Variable Costs - Costs that vary with the level of output

Portfolio Margin: $0.00
Profit/Loss Status: Neutral
Profit is positive, Loss is negative

Portfolio Margin Calculator Calculator Usage Guide

Learn how to use the Portfolio Margin Calculator and understand its working principles

How to Use This Calculator

  1. Enter your portfolio equity (the total value of your investment portfolio)
  2. Input your fixed costs (costs that do not change with your investment level, such as management fees)
  3. Enter your variable costs (costs that vary with your investment level, such as transaction fees)
  4. Provide your total revenue (income generated from your portfolio)
  5. Click the "Calculate" button to see your portfolio margin

Understanding Portfolio Margin

Portfolio margin is a financial metric that shows your net profit or loss by subtracting all costs from your revenue. It helps you understand the profitability of your investment portfolio.

The formula used in this calculator is:

Portfolio Margin = Revenue - Fixed Costs - Variable Costs

Example

Suppose you have the following data:

  • Portfolio Equity: $50,000
  • Fixed Costs: $1,000
  • Variable Costs: $500
  • Revenue: $8,000

The calculation would be:

Portfolio Margin = $8,000 - $1,000 - $500 = $6,500 (Profit)

Practical Applications

This calculator can help you:

  • Assess the profitability of your investment portfolio
  • Identify areas where you can reduce costs
  • Make informed decisions about whether to continue or adjust your investment strategy
  • Track performance over time by comparing margin results across different periods