Investment charts explain what a selected account group owns across Asset class, Tax status, Market cap, Sector, and Region. Open Planning → Investments and use the Portfolio controls to select the accounts or planning group you want to analyze.
Choose the view before reading a chart
Open the client and go to Planning → Investments.
Choose the relevant Portfolio view, such as by account, goal, tax status, or time horizon.
Select the accounts or group you want the page to include.
Review the portfolio value, expense ratio, and dividend yield summary.
Read the five composition panels for the same selected scope.
Changing the view changes the accounts behind the charts. Confirm the scope before quoting a percentage to the client.
What each chart means
Asset class groups holdings by their resolved investment exposure. Use it for the high-level stock, bond, cash, and other allocation story.
Tax status groups account value into the household's taxable, tax-deferred, and tax-free buckets. It describes account location, not the tax character of every underlying holding.
Market cap shows the resolved company-size exposure in the holdings data.
Sector ranks industry-sector exposure, such as Technology or Healthcare.
Region maps the geographic exposure available from the holding data.
The page uses holding-level classification when available. A fund can contribute across more than one asset class, sector, market-cap segment, or region.
What does Unclassified mean?
Unclassified means the available holding data could not be mapped to that dimension. It does not necessarily mean the holding is missing or worthless.
If Unclassified is material:
Confirm the account has current holdings.
Open the affected holding and review the ticker and description.
Confirm the holding is supported by the current market-data source.
Avoid treating the classified portion as the complete portfolio until the gap is understood.
How are these charts different from Compare?
The Portfolio composition charts describe what the client owns. Planning → Investments → Compare compares the selected actual portfolio with a target and adds drift, metrics, and rebalancing guidance where the data supports it.
Use the composition charts for “What do we own?” Use Compare for “How is it different from the target?”
Common questions
Why do sector, market cap, or region look incomplete?
Those views need holding-level classification. Manually entered asset-class totals or unsupported holdings may not have the extra dimensions.
Why did a chart change when I changed views?
The chart follows the selected investment scope. Return to the intended account, goal, tax-status, or time-horizon view and confirm the included accounts.
Is Tax status the same as asset location advice?
No. The Tax status chart describes where the assets currently sit. Use it as an input to the planning conversation, not as an automatic recommendation.