Portfolio Sector Allocation

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