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General asset class analysis for entire portfolio

B
BAugust 17, 25 | Posted in General

Is there a section of any of the tools or portfolio views that will show the percentages for general asset classes (bonds/stocks/international/domestic) for a portfolio?

The allocation heatmap shows the correlation between each security but it would be nice to see how they all combine into % of stocks, bonds, etc. as a whole.

thanks!

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B
BAugust 20, 25
There is a pie chart in the portfolio view. The asset class is printed over the pie chart sections.


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