The Allocation Charts area sits below the holdings table on Planning > Investments > Portfolio. It breaks a client's portfolio down five different ways so you can spot concentration, check tax location, and talk about diversification with a picture instead of a spreadsheet. Below the charts, a Top Holdings Look-Through panel rolls the biggest underlying positions up across every fund.

Everything on this page respects the filters and view mode you've set above. Switch from By Account to By Goal, or filter down to one tax bucket, and the charts redraw to match.

For the table, drift badges, holdings drill-down, and Ticker Detail modal, see Investments: Reviewing Holdings and Portfolio Detail.

A pie chart covering the full mix: US Stock, Non-US Stock, Bond, Cash, Real Estate, Annuity, Business, Crypto, Other, and Unclassified. The most-used chart on the page and usually where the conversation starts.

Splits the portfolio into Taxable, Tax Deferred, and Tax Free. Useful for framing Roth conversion talks, asset location decisions, or withdrawal sequencing.

Equity holdings by company size: Mega, Large, Medium, Small, Micro, and Unclassified. Good for catching an advisor-ish gut check like "is this client all large-cap?"

Industry exposure: Technology, Financial Services, Industrials, Consumer Cyclicals, Healthcare, Communication Services, Consumer Defensive, Basic Materials, Energy, Utilities, Real Estate, and Unclassified. When one sector is 40% of the portfolio, it's a conversation worth having.

An interactive world map plus a legend, covering 10 regions:

The map shades regions by concentration. The legend shows both percentage and dollar amount per region.

Holdings from non-U.S. exchanges are unclassified by default. If the Region chart shows a big "Unclassified" slice, that's almost always why. The position still counts toward total value, it just can't be placed on the map.

Asset class, market cap, sector, and region all come from ticker-level data Kerdora stores for each security. Funds and ETFs use their own reported breakdowns. Individual stocks classify into a single bucket each. Anything without classification data (custom holdings, private investments, obscure tickers, non-U.S. exchange listings) lands in "Unclassified."

If a chart looks off, the fix usually lives in Profile > Accounts. Open the account, check the ticker, confirm the holding's symbol is recognized, and update custom holdings with a better category if needed.

Below the charts, the Top Holdings Look-Through panel ranks the largest underlying positions across the whole portfolio, including holdings inside funds. If a client owns VTI and VOO, this panel rolls both up so you see Apple, Microsoft, and Nvidia at the top with their true combined weight, not the fund weight.

The panel shows up to 15 positions with % of portfolio for each. If Kerdora could only resolve look-through for part of the portfolio, a note at the top calls out the coverage percentage (e.g., "Based on 82% of portfolio").

The charts here show actual allocation only. To compare actual vs a target model portfolio and see drift by asset class, go to the Compare sub-tab. See Comparing a Client's Portfolio to a Target for the full walkthrough.