Asset allocation

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The <span style="font-weight: bold;">Allocation</span> view aggregates the data from all portfolio positions into a set of asset classes.<br><br><img src="https://kwanti.com/images/man/snapAssetAlloc.png" alt="" width="785" height="460" border="0" align=""><br><br>This can be used:<br><ul><li>to get a high-level view of a portfolio with many positions</li><li>to understand the exposure of the portfolio to various systemic risks<br></li><li>to compare or match a target asset allocation in a policy statement</li></ul><p>In addition to asset classes, a stock sector breakdown is available.<br></p>

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