Allocation
Available in: Client Portal, Advisor Portal, Broker Portal, Org Portal, Student Trading Lab, Professor Trading Lab
The Allocation widget allows investors to view the portfolio value and weight summarized by Asset Class, Region, Sector, Country, and Financial Instrument. This is broken out by long and short positions.
To navigate to the Allocation widget, please take the steps outlined below.
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Select Performance & Reports > PortfolioAnalyst > Navigate to the Allocation widget.
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Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Allocation widget.
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Click the drop-down menu and select the Asset Class
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Select the blue arrow icon in the top right corner to view additional details.
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A new page will populate with additional information regarding your allocations.
Asset Class
