Allocation

Portfolio allocation: see your asset mix and diversification

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.

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Read-only import

Analysis-only pipelines. Capitallytics cannot transfer your capital.

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Why allocation matters

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.

Portfolio Allocation

Key features

Allocation charts

Visual mix by asset type and holdings.

Portfolio analytics

Pair allocation with P&L and performance.

Concentration checks

Spot oversized positions early.

AI-assisted context

Plain-language insights grounded in your holdings.

Why teams use Capitallytics

Multi-broker clarity

Allocation across accounts in one tracker.

India + global

NSE/BSE, US equities, ETFs, crypto in one mix.

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See your allocation

Track a free portfolio and open allocation analytics.

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Portfolio Allocation FAQ

Answers to common questions about portfolio allocation on Capitallytics.

What is portfolio allocation?

Allocation is how your investments are distributed across asset types, sectors, or symbols. Tracking it helps you understand diversification and concentration risk.

Does Capitallytics rebalance automatically?

No. Capitallytics shows allocation and analytics. It does not execute rebalancing trades.