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 the sector breakdown and then drill down again to see the ticker breakdown.

Rebalancing

Rebalancing

Rebalancing


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Aggregate Portfolio Metrics