Sort your holdings into asset classes and set target shares — see how the portfolio is really split and where it has drifted from the plan
Portfolio value
1 000 000,00 ₽
3 assets · 3 classes
Largest class
Stocks
70% of the portfolio
Drift from the plan
10 pp
widest — Stocks
| Asset class | Value | Actual share | Target | Drift, pp |
|---|---|---|---|---|
| Stocks | 700 000,00 ₽ | 70% | 60% | +10 |
| Bonds | 200 000,00 ₽ | 20% | 30% | -10 |
| Cash | 100 000,00 ₽ | 10% | 10% | 0 |
| Total | 1 000 000,00 ₽ | 100% | 100% | — |
Actual shares come from the portfolio value, so they always add up to 100%. Target shares are yours to set — they should add up to 100% too. A drift beyond 5 pp is highlighted: that is the usual threshold at which a class is brought back to its target share.