Something New | Sector-Level Surplus & Deficit Calculator

This blog post introduces actionList.Pro's new Sector-Level Surplus & Deficit Calculator, created to help users conveniently assess sector-level surpluses and deficits resulting from new Total actionList Capital (TaC) contributions or updated TaC targets.

September 9, 2025 09:00:00 AM ET

PONTE VEDRA, FL --(actionList.Pro LLC)-- actionList.Pro’s interSector panel provides a useful snapshot of TaC's allocation across the stock market's industrial sectors, along with each sector allocation's deviation from the stock market's own sector-level weighting. See: SADI.

Long-term stock market participants may find themselves re-evaluating sector-level allocations in light of potential changes to their overall capital position, whether through a new TaC contribution or a revised TaC target. This leads to a natural question:

Given a new TaC contribution or updated TaC target ... How might the amount of capital in each sector need to be adjusted in order to develop the sector-level holdings so that they are in overall alignment with broader stock market sector-level weights?

This is where actionList.Pro's new Sector-Level Surplus and Deficit Calculator shines. It is available from the main menu's "TVM+" option, and is the last item on the list of calculators. To use it: (1) Select an input mode, as either "TaC Contribution" or "TaC Target", (2) Enter the appropriate Dollar Value, and (3) click Submit. (See Image 1)

Image 1 - Sector-Level Surplus & Deficit Calculator

A popup window presents the results in detail. It highlights:

The current sector allocations (TaC₀),
The revised TaC (TaC₊₁) distributed according to actionList.Pro’s latest market sector weightings, and
The resulting sector-by-sector surplus or deficit values. (See Image 2)

Image 2 - Surplus & Deficit Calculator - Results

Whether considering the impact of TaC contributions, or adjusted TaC targets, aLP’s Sector-Level Surplus and Deficit Calculator highlights how the new allocation may be developed to align with, or deviate from, the broader market. It provides a straightforward way to assess sector-level exposure and help evaluate sector allocations with greater confidence.

Note: This calculator uses user-specific inputs and requires an actionList.Pro™ trial or paid account.

If you enjoyed learning about actionList.Pro's Sector-Level Surplus & Deficit Calculator, consider this your invitation to register for a no-strings-attached free trial, available at: www.actionlist.pro. And don't forget to share this post with a friend! For updates and news from actionList.Pro, subscribe to the actionList.Pro RSS Feed.

About actionList.Pro

actionList.Pro™ serves as an integrated watchlist platform that positions its customers to independently monitor risk and reward attributes associated with individual stocks, or stock positions, and efficiently draw insight from across market perspectives that scale from high-level capital market factors to industrial index and stock-specific price trend strength indicators. It allows for monitoring activities to take place within the context of an informational framework consisting of risk and reward related measures with the potential to drive change, and serves as an enabling technology that provides its customers with meaningful time savings while deepening their stock market insights.

Source: actionList.Pro LLC

Hashtags: #actionlistpro #industrial #sectors #stocks #stockMarket #capitalAllocation #sectorStudy #monitoringTools

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