These numbers are the same in every tool. Once you write how much you have in each piece, “Invested today” becomes their sum.
For each piece, write how much you have today and the share you want it to have. The bar shows where you are; the mark, where you want to be.
This is a sample portfolio. Write your own pieces and amounts and it becomes yours.
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This page helps you see what you own and how it is split. For each piece of your portfolio (a world index fund, bonds, emerging markets…) you write how much you have and the share you would like it to have. The bars show where you are and where you want to be, and the ring shows the split at a glance.
It also answers two practical questions. Where is your money really? Many “global” funds are about 60–70% US companies, so the page estimates your exposure by region. And where should your next deposit go? It sends each monthly contribution to the pieces furthest below their target, so you rebalance without selling.
Someone holds a world fund, an S&P 500 fund and a tech fund and thinks they are diversified. The page shows that close to 90% of the stocks are in one country, because the three funds own the same giant companies. Setting a target with bonds and emerging markets, the monthly deposits slowly bring the mix back in line.
Often fewer than you think. One global fund can already hold thousands of companies in dozens of countries. More funds is not more diversification if they all own the same companies.
Using your monthly contributions is the gentlest way. Beyond that, checking the split once a year is usually enough. Selling to rebalance can have tax costs depending on your country.
They are approximate, based on the usual weights of each type of index. Choose the right type for each piece to get closer.
No. It is an educational tool to see your own numbers clearly. Decisions are yours.