Portfolio Analyzer

Investment Track

Portfolio Analyzer

Analyze your investment portfolio's allocation, diversification, and risk profile. Get personalized recommendations to optimize your investment strategy.

Portfolio Holdings

Add your investment holdings to analyze your portfolio

Symbol/Ticker

Name (Optional)

Shares/Units

Current Price ($)

Asset Category

Portfolio Analysis

Key metrics and recommendations for your portfolio

Add holdings to analyze your portfolio

Target Allocation Settings

Adjust your target allocation percentages for comparison

US Stocks

International Stocks

Bonds

Real Estate

Commodities

Cash

Crypto

Other

Total: 100%

Portfolio Analysis Insights

Diversification Benefits

Spreading investments across different asset classes and sectors reduces risk while maintaining growth potential. Aim for 8+ different holdings across 4+ categories.

Risk Management

Conservative portfolios (30-50% stocks) offer stability, while aggressive portfolios (70%+ stocks) provide higher growth potential with increased volatility.

Rebalancing Strategy

Review your allocation quarterly and rebalance when any category drifts more than 5% from your target. This maintains your desired risk level and captures gains.