Allocation

Instructions

The Allocation widget shows your portfolio's value and weight summarized by Asset Class, Region, Sector, Country and Financial Instrument, broken out by long and short positions.

Supported Time Period(s) and Account Type(s):

  • Time Period(s): All time periods supported.

  • Account Type(s): All account types supported.

To navigate to the Allocation widget, follow the steps below.

  1. Select Performance & Reports > PortfolioAnalyst > Navigate to the Allocation widget.

  2. Click the drop-down menu and select the Asset Class.

  3. Select the blue arrow icon in the top right corner to view additional details.

    Image of the PortfolioAnalyst allocation widget

  4. A new page will populate with additional information about your allocations.

    Image of the PortfolioAnalyst allocation panel

Image of the allocation by asset class panel.

Image of the allocation by sector panel.

Image of the allocation by financial instrument panel.

Image of the allocation by region panel.

Image of the allocation by country panel.

 

Additional Resources