Allocation

Instructions

The Allocation widget allows investors to view the portfolio value and weight summarized by Asset Class, Region, Sector, Country, and Financial Instrument. This is broken out by long and short positions.

To navigate to the Allocation widget, please take the steps outlined below.

  1. Select Performance & Reports > PortfolioAnalyst > Navigate to the Allocation widget.

    • Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Allocation widget.

  2. Click the drop-down menu and select the Asset Class

  3. Select the blue arrow icon in the top right corner to view additional details.

    Image of the PortfolioAnalyst allocation widget

  4. A new page will populate with additional information regarding your allocations.

    Image of the PortfolioAnalyst allocation panel

Image of the allocation by asset class panel.

Image of the allocation by sector panel.

Image of the allocation by financial instrument panel.

Image of the allocation by region panel.

Image of the allocation by country panel.

 

Additional Resources

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