The Asset Allocation tool allows you to visualize how diversified your portfolio is.

You can access it by navigating to the My Portfolios section.

Running Asset Allocation: 

In the first step, select a portfolio.

You may notice that only All Investment and All Watch are available. Click the little triangles to the left of these titles to see your individual portfolios.

After you’ve selected a portfolio, choose if you’d like to include cash and how you’d like to group your positions.

Click Analyze when you’re done and a pie chart will appear.

This pie chart shows you which sectors or industries you’re invested in.

You can click the colors on the pie chart to see which positions fall into the particular sector or industry.

Notice how the ticker symbols are hyperlinked. You can click these to be brought to the Position Card Page for that ticker.

If you don’t have access to the Asset Allocation tool, please call our Dedicated Sales team at 866-220-1107.

*Note – The tabs and features you see on your TradeSmith Finance site will vary based on subscription(s) and subscription level(s).  Pictures in our Education Center articles are taken from a TradeSmith Platinum account.