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Investing Tool

Asset Allocation Auditor

Audit your portfolio diversity and visualize exactly how your assets are distributed across risk categories to build a resilient, weather-proof ecosystem.

Your Portfolio Mix

Total: $60,000

Bitcoin / Ethereum

Aggressive

Crypto

$

Growth Stocks (Tech)

Aggressive

Equities

$

Index Funds (S&P 500)

Moderate

Equities

$

Emergency Fund

Defensive

Cash

$

REITs / Real Estate

Moderate

Real Estate

$

Calculated Risk Index: 1.4/5.0

17%

Defensive Buffer

28%

Aggressive

55%

Moderate

17%

Defensive

Current Exposure Analysis

Diversification Point: You have exposure across 4 different asset types. This reduces systemic risk.

Rebalancing Recommendation

Based on your current distribution, we suggest harvesting profits from Bitcoin / Ethereum and reallocating to Moderate/Defensive instruments to maintain your target risk profile.