Understanding Your Portfolio Sector Allocation

Written By Oscar

Last updated 6 months ago

This article explains how to use the Portfolio Sector Allocation bar graph on your dashboard. This powerful visual tool helps you understand the diversification of your investments by displaying the value and percentage of your portfolio across different market sectors.

Locating the Portfolio Sector Allocation Graph

You'll find the Portfolio Sector Allocation bar graph displayed in the Portfolio page, within the Allocation tab.

What the Portfolio Sector Allocation Graph Shows You

This graph provides a clear breakdown of how your current portfolio value is distributed across 11 distinct market sectors, as well as one “Other” category. Each column represents a sector, showing you:

  • Current Market Value: The height of each bar dynamically represents the total current market value of all your owned trades classified within that specific sector.

  • Percentage Allocation: A percentage value is displayed on each column, accurately representing the proportion of your total portfolio value held within that sector.

The graph contains exactly 12 columns, representing the following sectors in this specific order:

  1. Energy

  2. Materials

  3. Industrials

  4. Consumer Discretionary

  5. Consumer Staples

  6. Health Care

  7. Financials

  8. Information Technology

  9. Communication Services

  10. Utilities

  11. Real Estate

  12. Others: This special category captures the total value of any owned trades that could not be classified into the other 11 defined sectors.

Dynamic Updates

The Portfolio Sector Allocation graph is fully dynamic. It automatically updates to reflect any changes in your portfolio holdings or fluctuations in market values, ensuring you always have the most current view of your diversification.

Data Categorization

Every owned stocks in your portfolio is carefully categorized into one of the 11 defined market sectors or placed into the "Others" bucket if a specific sector cannot be determined. This ensures that all your investments are accounted for in the graph.

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By utilizing the Portfolio Sector Allocation graph, you gain an immediate and clear understanding of how diversified your investments are across different market sectors, empowering you to make informed decisions about your portfolio strategy.

If you have any questions or encounter any issues, please contact our support team for assistance at support@orizonanalytics.io