Overview: Portfolio distribution

This section is intended for visual analysis of the asset distribution within the portfolio by the selected category. It consists of a pie chart and a table with detailed information.

Functionality:

At the top of the block, there is a category selector that determines how assets are grouped:

• Assets — each asset is displayed as a separate category.
  
  
• Asset types — assets are grouped by type (for example: Stock, Crypto, Forex, etc.).
  
  
• Sectors — assets are grouped by economic sectors.
  
  
• Currency — assets are grouped by the currency in which they are traded.
  
  

Table:

This section also includes a table containing detailed information for each item in the current distribution. The table consists of the following columns:

• Asset type — the name of the category according to the selected distribution type (for example, ticker, asset type, sector, or currency).
  
  
• Portfolio Value — the current market value of the asset in the portfolio, expressed in the portfolio currency.
  
  
• Allocation — the asset’s share in the portfolio, expressed as a percentage.
  
  
• Unrealized Gain — unrealized profit or loss on the position.
  
  
• Unrealized Gain % — unrealized profit or loss as a percentage of the invested amount.