Portfolio Periodic Table
Every holding is an element. Ghost cells are the ones you haven’t discovered yet.
Load a Portfolio First
The periodic table is drawn from the holdings in your loaded portfolio. Connect a broker or upload holdings to discover your elements.
Reading the portfolio periodic table
The periodic table groups holdings into a compact visual map so you can compare position size, asset type, sector, income characteristics, and performance without scanning a long table. Larger or more prominent cells indicate the selected measure; colors correspond to the legend shown with the visualization, not an automatic buy or sell signal.
A practical review
Begin with allocation to identify oversized positions, then switch available views to compare income and performance. Look for clusters that reveal a portfolio dominated by one issuer, sector, strategy, or market factor. Use the standard holdings and exposure tools when a cell needs more detailed investigation.
Data limitations
Market prices, distributions, classifications, and holdings data update at different times. Very recent trades or payout announcements may not appear immediately, and past performance does not predict future results. The visualization summarizes available data and should be checked against account records and official issuer information.