Allocation
The Allocation view shows how your portfolio is spread out — by individual holding, by sector, and by geography — so you can spot concentration or drift from your intended mix without doing the math yourself.
What it’s built from
Section titled “What it’s built from”Allocation is calculated live from your current holdings — there’s nothing to configure or maintain. As you add, edit, or import transactions, your allocation view updates to match.
Using it to catch risk
Section titled “Using it to catch risk”A few things worth watching for:
- One holding making up an outsized share of your total
- Heavier exposure to one sector or region than you intended
- Cash sitting idle for longer than planned
Allocation doesn’t tell you what to do about any of this — it’s a mirror, not an advisor — but it makes the picture obvious at a glance instead of requiring you to add it all up yourself.