Visualize portfolio allocation across asset classes with pie/treemap charts, risk scoring, and model portfolio comparison.
Enter your holdings by asset class and a dollar amount or percentage, and the tool totals them into a pie chart or treemap, derives a weighted risk score from preset per-class risk factors, and lets you diff the resulting mix against a model portfolio. Switching between pie and treemap doesn't change the numbers, only how concentration reads visually - a treemap makes a dominant class obvious in a way a pie wedge can hide. The most common surprise: the risk score reflects the preset weight this tool assigns to each asset class, not the historical volatility or correlation of your actual holdings.
A concrete input and expected output from the current implementation.
Input
Stocks: $60,000; Bonds: $30,000; Cash: $5,000; Real Estate: $5,000
Expected output
Four slices/rectangles: Stocks 60%, Bonds 30%, Cash 5%, Real Estate 5%, on a total of $100,000, with Stocks as the largest area on the chart.
Each class's share is its value divided by the $100,000 total ($60,000/$100,000 = 60%, and so on), so the chart areas are proportional to the dollar amounts entered, not to any external benchmark.
You enter each asset class with a dollar value or percentage; the tool totals them and divides each class by the total to get its share. Pie slices and treemap rectangles are sized proportionally to that share, so a class you leave blank or omit simply doesn't appear - it is not inferred or filled in from a default.
Each asset class carries a preset risk weight (equities weighted higher than bonds, bonds higher than cash), and the tool aggregates your entered mix into a single weighted score. That score, and the underlying percentages, can then be compared against a small set of built-in model portfolios to show which classes you're over- or under-weighted in.
No. It's a browser-based visualizer - you type in asset classes and values yourself, and the calculation runs locally with nothing sent over a network. If your real balances change, you need to re-enter them to update the chart.
It includes a small set of built-in preset mixes (for example conservative/balanced/growth style splits). I don't have the exact preset list or target percentages confirmed, so check the comparison dropdown in the tool itself for the specific options.
The example and behavioral notes were checked against the browser implementation. Standards and primary references below define the relevant format, formula, or platform behavior.
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