What do the slices mean?
Each slice is based on the current value of your holdings. Its size depends on what those holdings are worth compared with your total wealth, not how many shares you own or how often you bought them.
Cash and property you have added are included too. For property, your own valuation determines the size of its slice.
Open a detailed breakdown
- Open Diagram and select the asset-type view.
- Tap a slice or its category row.
- Inspect the holdings contributing to that category.
- Use the back arrow to return to the full allocation.
Compare your groups
If grouping is enabled, choose Groups. You can then compare goals such as a home deposit and retirement. Separate purchases of the same security can belong to different groups.
The chart gives each group a color. Switching views changes the breakdown, not your purchases or their group assignments.
What to look for
The chart can help you spot when one holding or goal accounts for a large part of your wealth. Keep quantities and your own valuations up to date so the picture stays useful. The chart does not give a risk rating or tell you what to buy or sell.