Portfolio Allocation Charts

Upload a file to see your portfolio visualizations

Left: Sector allocation
Center: Rating distribution (horizontal bar)
Right: Top 5 issuers
Rating Distribution

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Top 10 Issuers

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Sector Allocation
Upload a portfolio file to see detailed sector breakdown
Rating Distribution
Upload a portfolio file to see rating breakdown
Top 10 Issuers
Upload a portfolio file to see issuer breakdown
Supported formats: Excel (.xls, .xlsx) and CSV (.csv) files