Build Asset Allocation Dashboard in Seconds
Use Viete AI to create a comprehensive asset allocation dashboard. Monitor portfolio diversification, track allocation targets, and rebalance investments across asset classes with real-time visualization.
Asset Allocation Dashboard
Visualize investment diversification across asset classes. Ensure strategic allocation targets are met with dynamic rebalancing recommendations.
How It Works
Set Target Allocation
Define ideal percentages for each asset class
Create Dashboard
AI generates visual allocation tracking tool
Monitor Drift
Compare current vs target allocation weights
Execute Rebalancing
Get trade recommendations to restore targets
Dashboard Features
Multi-Level Hierarchy
Drill down from asset classes to sub-categories and individual holdings
Drift Tolerance Bands
Set acceptable variance ranges before rebalancing triggers
Geographic Exposure
Track allocation across domestic, international, and emerging markets
Style Box Analysis
View equity holdings by market cap and growth vs value
Historical Trends
Chart how allocation has evolved over time with market movements
Tax-Efficient Suggestions
Prioritize rebalancing in tax-advantaged accounts
Optimize Your Portfolio Mix
Maintain strategic allocation with intelligent monitoring tools