Asset Allocation
A four-tab breakdown of your portfolio: Category (stocks / funds / crypto / cash / real estate / etc), Geography (reuses the World Map exposure engine — country-level drilled down), Sector (FMP-sourced GICS sector per stock), and Cap Size (mega / large / mid / small / micro from FMP market-cap). Donut chart + ranked table side-by-side for each tab. ETFs skip the Sector and Cap tabs because they span multiple — use the World Map for their geographic split.
About asset allocation
Liabilities (debt positions, mortgages) are excluded from these breakdowns to keep percentages meaningful — allocation is about how your wealth is distributed, not how it's financed. For the full net-equity picture use the Command Center. Sector and cap data flow through the same FMP profile cache used across the app; fresh stocks enrich in seconds.
- Four dimensions: Category / Geography / Sector / Cap Size
- Donut chart + ranked table per tab
- Reuses World Map engine for geographic breakdown
- Sector + Cap from FMP company profiles (cached 24h)
- Canonical cap-size thresholds (mega >$200B, large $10B–$200B, etc)
- Liabilities excluded for cleaner allocation math
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By Marco B. ·