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Asset allocation analysis

Portfolio diversification, without the guesswork.

Visualize your asset allocation and identify concentration risks. Get a diversification score and AI-powered suggestions to build a more balanced, resilient portfolio.

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Sector allocationLive

73

Score

Technology
30%
Healthcare
20%
Financial
15%
Consumer
10%
Energy
10%
Other
15%
Analysis4 signals

Good sector spread

No sector exceeds 30% allocation.

High correlation

NVDA and AMD are highly correlated (0.85).

Position concentration

AAPL represents 18% of portfolio.

Suggestion

Consider adding international exposure.

Capabilities

Diversification analysis, from scorecard to suggestion.

Comprehensive tools to understand and improve your portfolio balance.

01

Visual allocation

Interactive charts showing sector, asset type, and geographic breakdown.

02

Diversification score

Overall score (0-100) measuring portfolio balance and risk spread.

03

Concentration alerts

Automatic warnings for overweight positions and sectors.

04

AI suggestions

Personalized recommendations to improve diversification.

Why it matters

The most powerful risk tool you already own.

Proper diversification helps you achieve balance without sacrificing upside.

  • 01

    Reduce volatility

    Smoother returns with less dramatic swings.

  • 02

    Protect against downturns

    Minimize impact of sector or stock crashes.

  • 03

    Capture opportunities

    Exposure to multiple growth areas.

  • 04

    Sleep better

    Less stress from single-stock concentration risk.

Allocation breakdown
US Stocks60%
International15%
Bonds15%
Real Estate5%
Cash5%
Portfolio score73/100

Good diversification — minor improvements suggested.

FAQ

Frequently asked questions.

Common questions about portfolio diversification.

What is portfolio diversification?

Portfolio diversification is an investment strategy that spreads risk across different asset classes, sectors, and geographies. By not putting all your eggs in one basket, you reduce the impact of any single investment's poor performance on your overall portfolio.

How does the diversification score work?

Our diversification score (0-100) measures how well spread your investments are across sectors, asset types, and geographies. Higher scores indicate better diversification. We consider sector concentration, correlation between holdings, and comparison to benchmark allocations.

What causes concentration warnings?

Concentration warnings are triggered when a single holding exceeds 15% of your portfolio, a single sector exceeds 30%, or when highly correlated assets represent more than 40% of your portfolio. These thresholds can be customized based on your risk tolerance.

How can I improve my diversification?

Our AI provides specific suggestions based on your current allocation. Common recommendations include adding positions in underrepresented sectors, reducing overweight holdings, and adding uncorrelated assets like bonds or international stocks.
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