On your dashboard, go to the “Insights” section and then scroll down to the “Goal” section.
This score gives you an indication of your overall diversification at the entire worth level. Many criteria are taken into account, such as exposure to each asset class, sectoral and geographical exposure, as well as their weighting.
This score is not intended to be a good or bad grade. Rather, it is a real-time indication of your level of diversification between 1 and 100, where 1 means very concentrated and 100 means over-diversified.
By clicking on the score, you open a side menu (or drawer on mobile) that gives you more details on how your score is calculated.
For each asset class, we have created several criteria that we analyze and rate in real time. Ratings are based on + and -. The “+” increase your score and the “-” decrease it.
The Insights section allows you to immediately identify what contributes positively or negatively to your overall diversification.
