Source: https://wealthfolio.app/features/portfolio-insights/

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Composition

# Portfolio Insights

Understand what you actually own, by asset class, sector, and region.

Get a clear picture of how your portfolio is built. See your asset allocation, sector exposure, and geographic distribution across every holding, so you know where you’re concentrated and where you’re diversified.

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![Composition, with allocation, region, and sector gauges on the Insights overview](https://assets.wealthfolio.app/images/screenshots/portfolio-insights/overview.png) ![Composition, with allocation, region, and sector gauges on the Insights overview](https://assets.wealthfolio.app/images/screenshots/portfolio-insights/overview-dark.png)

Composition, with allocation, region, and sector gauges on the Insights overview

### Asset Allocation

See how your investments are distributed.

### Sector & Region Analysis

Understand your exposure across sectors and regions.

## Asset allocation at a glance

See how your investments split across stocks, bonds, funds, cash, and alternatives, then click any class to drill into its sub-classes and the exact holdings behind it, each with its weight.

### Allocation by class

Equity, cash, fixed income, digital assets, and more.

### Drill to holdings

Open any class to see the positions inside it.

![Click a class to reveal its sub-classes and the holdings behind it](https://assets.wealthfolio.app/images/screenshots/portfolio-insights/allocation.png) ![Click a class to reveal its sub-classes and the holdings behind it](https://assets.wealthfolio.app/images/screenshots/portfolio-insights/allocation-dark.png)

Click a class to reveal its sub-classes and the holdings behind it

## Deep-dive through many lenses

Slice your whole portfolio by sector, region, risk, currency, security type, or your own custom groups. Wealthfolio looks through your funds and ETFs to show your true exposure, powered by per-instrument classifications you can refine, or let AI propose.

### Many lenses

Sector, region, risk, currency, security type, and custom groups.

### Fund look-through

See your real exposure inside ETFs and funds.

![Exposure by sector, with tabs for region, risk, and currency](https://assets.wealthfolio.app/images/screenshots/portfolio-insights/sectors.png) ![Exposure by sector, with tabs for region, risk, and currency](https://assets.wealthfolio.app/images/screenshots/portfolio-insights/sectors-dark.png)

Exposure by sector, with tabs for region, risk, and currency

## Related features

### [Allocation Targets & Rebalance](https://wealthfolio.app/features/allocation-targets-rebalance/)

Define your ideal portfolio and get a clear plan to reach it.

Learn more

### [Performance Dashboard](https://wealthfolio.app/features/performance-dashboard/)

Accurate, scope-aware returns for accounts, portfolios, and benchmarks.

Learn more

### [Net Worth Tracking](https://wealthfolio.app/features/net-worth-tracking/)

Your full financial picture, on a thoughtfully redesigned home screen.

Learn more

## Ready to try it?

Wealthfolio is open source and local-first. Your data stays on your device.

[Download Wealthfolio](https://wealthfolio.app/download/) [Back to all features](https://wealthfolio.app/features/)