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Portfolio allocation is how your money is distributed across asset types and holdings. Use this page for asset-mix visibility and diversification — performance analytics and day-to-day tracking live on separate product pages.
Read-Only Access
Strict read-only layer endpoints. Your capital cannot be touched or transferred.
Bank-Grade Encryption
AES-256 bit end-to-end encryption protecting your asset data.
Data Privacy Secured
Zero data selling. No ad-networks. Fully isolated rows.
Secure Auth
Industry-standard secure authentication protocols.
Returns get the headlines; allocation drives risk. A single stock or sector can dominate P&L without looking obvious in a flat holdings list.
Capitallytics allocation views sit on your tracked portfolio — Indian and global assets together — so you can see mix by type and symbol. Rebalancing decisions remain yours; the product does not trade for you.
Visual mix by asset type and holdings.
Pair allocation with P&L and performance.
Spot oversized positions early.
Plain-language insights grounded in your holdings.
Allocation across accounts in one tracker.
NSE/BSE, US equities, ETFs, crypto in one mix.
Track a free portfolio and open allocation analytics.
Read-Only Access
Strict read-only layer endpoints. Your capital cannot be touched or transferred.
Bank-Grade Encryption
AES-256 bit end-to-end encryption protecting your asset data.
Data Privacy Secured
Zero data selling. No ad-networks. Fully isolated rows.
Secure Auth
Industry-standard secure authentication protocols.
Answers to common questions about portfolio allocation on Capitallytics.
