This tool lets you view how your portfolios are diversified over different industries and sectors in the market.

You’ll first select a portfolio and then specify if you want to include cash and your grouping (by sector or industry).

asset allocaiton form

Once you click Analyze, a pie chart will appear. You’ll see in which sectors/industries you’re most heavily invested.

asset allocation

You can also click the colors in the pie chart to see which stocks are in that sector/industry.

Starting May 20, 2019, you can also access the Asset Allocation from the TradeStops dashboard.

dashbaord asset allocation

This is a simplified version of the Asset Allocation.