Portfolio Operations
Allocation
Allocation is the portfolio tab for reviewing portfolio composition. It is useful when the user needs to inspect weights and concentration before moving into deeper risk attribution.
Allocation is the portfolio tab for reviewing portfolio composition. It is useful when the user needs to inspect weights and concentration before moving into deeper risk attribution.
How to access
- Open Portfolios from the main navigation.
- Select the allocation tab.
- Review sector and asset-class weights before escalating into deeper analysis.
Related topics
- Portfolio Tab
- Weights
- Composition