Allocation
Sector allocation treemap, exposure breakdown, and concentration analysis.
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The Allocation tab provides a visual breakdown of how your portfolio's market value is distributed across sectors and asset classes. It helps you identify concentration risk and sector imbalances at a glance.
Sector treemap
The treemap displays each position as a rectangle. Rectangle area is proportional to the position's weight in the total portfolio. Rectangles are grouped and colored by GICS sector.
Sector colors follow the design system's sector palette:
- Technology — blue
- Healthcare — green
- Financials — teal
- Consumer Discretionary — orange
- Energy — yellow
- Industrials — gray
- Real Estate — purple
- Utilities — pink
- Materials — brown
- Communication Services — indigo
- Consumer Staples — lime
Hover for details
Hover over any rectangle in the treemap to see the instrument's ticker, sector, market value, weight %, and day P&L.
Sector bar chart
Below the treemap, a horizontal bar chart shows each sector's total weight as a percentage of portfolio value. A vertical dashed line marks the S&P 500's sector weight for the same sector — useful for seeing your relative over/underweight vs. the benchmark.
Exposure breakdown
The exposure table shows:
| Exposure | Value | % of Portfolio |
|---|---|---|
| US Equities | $X | X% |
| International Equities | $X | X% |
| ETFs | $X | X% |
| Options (delta-adjusted) | $X | X% |
| Cash (uninvested) | $X | X% |
Concentration metrics
Three concentration metrics are shown in the header:
- Top 5 concentration — combined weight of your 5 largest positions
- Top 10 concentration — combined weight of your 10 largest positions
- Herfindahl-Hirschman Index (HHI) — sum of squared weights; values above 2,500 indicate high concentration
Watchlist-based allocation
If you have not connected a brokerage, the Allocation tab uses your active watchlist as an equal-weight proxy portfolio. This lets you analyze sector exposure for stocks you are tracking even without real positions.
Benchmark comparison
Use the Benchmark dropdown to compare your allocation to the S&P 500, Nasdaq 100, or Russell 2000. The sector bar chart shows your weight alongside the benchmark weight in a side-by-side format.
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