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Analyze your portfolio allocation instantly
Upload a CSV or enter holdings manually to see allocation drift, overweight positions, and contribution opportunities in seconds.
Analyze your portfolio
Upload a CSV export from your brokerage, or enter values manually.
Enter Portfolio Manually
Use the sample portfolio or type your own asset values and target allocations manually.
Total Portfolio Value
$110,000
Portfolio Snapshot
Plain-language allocation summary based on the current values below.
Portfolio Type
Aggressive
Estimated Equity Exposure
84.5%
Simple insights
- Your portfolio has a growth tilt, with most assets invested in equities.
- This is a broad allocation view. Fund overlap and security-level details are not analyzed in this demo.
Current Allocation
Current distribution based on the asset values below.
| Asset Name | Asset Value | Current % |
|---|---|---|
| US Equity | $27,000 | 24.55% |
| Developed Markets | $37,000 | 33.64% |
| Emerging Markets | $29,000 | 26.36% |
| Bonds | $17,000 | 15.45% |
Edit Demo Portfolio
Change asset names, current values, and target allocations. CSV uploads are summarized into major asset classes.
Target allocation total: 100.00% - balanced.
Drift Analysis
Current %, target %, and drift in dollars.
| Asset Name | Current % | Target % | Drift % | Severity |
|---|---|---|---|---|
| US Equity | 24.55% ($27,000) | 20.00% | +4.55% (+$5,000) | 🟡 Moderate Drift |
| Developed Markets | 33.64% ($37,000) | 30.00% | +3.64% (+$4,000) | 🟡 Moderate Drift |
| Emerging Markets | 26.36% ($29,000) | 25.00% | +1.36% (+$1,500) | 🟢 On Track |
| Bonds | 15.45% ($17,000) | 25.00% | -9.55% (-$10,500) | 🔴 Off Track |
Drift History
Historical drift trend with threshold zones based on sample data.
Portfolio Alignment Summary
Above Target
- US Equity: $5,000
- Developed Markets: $4,000
- Emerging Markets: $1,500
Below Target
- Bonds: $10,500
Status Analysis:
The current portfolio is over-weighted in US Equity, Developed Markets, and Emerging Markets and under-weighted in Bonds relative to your target allocation.
Note: These values represent the mathematical difference between your current holdings and your target allocation inputs. This information is provided for educational and illustrative purposes only and does not constitute investment advice or a recommendation.
Invest New Cash
Add new cash and see how it could be allocated based on the demo portfolio.
Suggested allocation for $15,000
| Asset | Suggested Investment |
|---|---|
| US Equity | $900 |
| Developed Markets | $1,350 |
| Emerging Markets | $1,125 |
| Bonds | $11,625 |
For educational purposes only. This is a mathematical allocation based on your demo inputs.
Want ongoing tracking instead of one-time analysis?
Monitor your portfolio over time with monthly reminders, drift history, alerts, and multi-portfolio tracking.
Monthly Drift Reminders
Stay aligned without manually checking spreadsheets.
Drift History Charts
See how your allocation changes over time.
Multiple Portfolios
Track retirement, taxable, and investment accounts separately.
Market Movement Alerts
Get notified when large market moves may affect your allocation.
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