Portfolio Sector Allocation

The sectors tab shows the cash position as well as the sector breakdown for the actual portfolio vs. the planned portfolio. The top right hand corner also gives you the ability to reset, print or export the portfolio.

Rebalancing

The Portfolio Allocation tab displays the allocation by equity type for the actual portfolio vs. the planned portfolio. If you click on a particular piece of the pie you can drill down to see further breakdown of the portfolio.

Rebalancing

After clicking on a piece of the pie, it will break it down further, by sector, funds or ETFs.

Rebalancing

There is a additional drill down if you click on a sector in the pie chart where it will show the stocks from that sector.

Rebalancing


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Aggregate Portfolio Metrics