Add your investments and click on the “Add Investment” button to create a new entry.
For each row :
Name : the name of your asset (e.g. Nvidia, Tesla, SCPI, Bitcoin, etc.) 2100 : the value of your investment in dollars (e.g. 2500) Tag 1 : the primary category (e.g. Stocks, Crypto, Real Estate, etc.) - optional Tag 2 : a secondary label (e.g. Europe, USA, Asia, No-zone etc.) - optional
Attention, Tags must be written exactly the same (same spelling, no extra spaces or letter) for the graphs to group them correctly. Tip: You can use tags to classify your assets by sector, region, risk, investment horizon, etc.
Once investments are added, the charts update automatically.
The main chart (on the left) shows your asset allocation by name. The two other charts display allocation by Tag 1 and Tag 2, grouping values by label.
On hover, you'll see the percentage share, and the amount in $.
Click any field to edit it at any time. Click the “x” on the right to remove an investment.