Portfolio Allocation

The “Allocation” shows the distribution of all assets in the portfolio according to different criteria (e.g., “Asset classes”, “Type”, “Currencies”, “Regions” and “Sectors”). The total of all values matches the aggregated value of all asset’s metric in the previous chapter “Overview” above. The different categories are assigned based on information from the instrument Single security (e.g. AAPL shares) universe. The form of presentation includes pie charts, bar charts or table listings, which can be viewed by an icon switch on the top right in this section.

Portfolio Allocation