Asset Allocation
Asset Allocation shows how your total portfolio value is split across broad categories — typically stocks, ETFs, and crypto in Zyvo. It's the fastest way to sanity-check diversification before drilling into individual positions.
Worked example
A $50,000 portfolio with $30,000 in stocks, $15,000 in ETFs, and $5,000 in crypto shows as 60% / 30% / 10% — even if the stocks are spread across 12 different tickers. This is a category-level view, not a single-position view; a portfolio can look "diversified" here while still being dangerously concentrated in one stock within the largest category. For that, check Portfolio Risk Analytics (Performance & Risk view) instead.
Illustration
Zyvo Tracker calculates Asset Allocation automatically from your real transaction history — across every broker and every currency. Start your free 14-day trial or view the live demo →