Composition
Portfolio Insights
Understand what you actually own, by asset class, sector, and region.
Get a clear picture of how your portfolio is built. See your asset allocation, sector exposure, and geographic distribution across every holding, so you know where you’re concentrated and where you’re diversified.
Asset Allocation
See how your investments are distributed.
Sector & Region Analysis
Understand your exposure across sectors and regions.
Asset allocation at a glance
See how your investments split across stocks, bonds, funds, cash, and alternatives, then click any class to drill into its sub-classes and the exact holdings behind it, each with its weight.
Allocation by class
Equity, cash, fixed income, digital assets, and more.
Drill to holdings
Open any class to see the positions inside it.
Deep-dive through many lenses
Slice your whole portfolio by sector, region, risk, currency, security type, or your own custom groups. Wealthfolio looks through your funds and ETFs to show your true exposure, powered by per-instrument classifications you can refine, or let AI propose.
Many lenses
Sector, region, risk, currency, security type, and custom groups.
Fund look-through
See your real exposure inside ETFs and funds.
Related features
Allocation Targets & Rebalance
Define your ideal portfolio and get a clear plan to reach it.
Learn morePerformance Dashboard
Accurate, scope-aware returns for accounts, portfolios, and benchmarks.
Learn moreNet Worth Tracking
Your full financial picture, on a thoughtfully redesigned home screen.
Learn moreReady to try it?
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