Understanding My Diversification

Invvest analyzes your assets and portfolios in real time to provide you with a complete and detailed view of your diversification and allocation.

Present on your dashboard and portfolios, this is the “Diversification” section.

The Views

In this section, we offer you two different views depending on your preferences:

• the Pie view

• the Treemap view

The Pie view allows you to see your allocation in a clear and condensed way.

Simply click on an item in the legend to expand the assets it contains. For example, I click on “Stock” and it expands to show all my equities.

At the end of the line, you will see for each item its weight relative to the assets/portfolio in %. As well as its unrealized profit/loss.

Still on the Pie view, it is possible to change the analysis basis by switching to diversification by “Annual income”.

This basis now shows the weight of each item relative to its annual income compared to your total income or a portfolio income.

In short, the “By value” basis tells you the weight of your assets in % of value relative to your total assets. Whereas the “By annual income” basis tells you how much your assets generate in % relative to your overall income.

The Treemap view, on the other hand, allows you to see your allocation in a detailed and comprehensive way without clicking on anything.

You see all your assets categorized, in red or green depending on their unrealized profit/loss and of different sizes based on their respective weight relative to the total value of the assets/portfolio.

When hovering with the mouse (or tapping on mobile), a tooltip appears with more details about each position.

Allocation types

For both views, you can change the allocation type. Beyond the traditional sectoral and geographical allocations, we have gone much further to allow you to better manage your allocations.

You will find your allocation by…

• Asset class (stocks, crypto, real estate, etc.)

• Sector (Finance, Industry, Technology, etc.)

• Super sector (Sensitive, Cyclical, Defensive)

• Country (France, US, Italy, etc.)

• Region (Developed Europe, Emerging Asia, Middle East, etc.)

• Market cap (Mega, Large, Small, etc.)

• Currency (Euro, Dollar, Swiss Franc, etc.)

• Yield (Low, High, Medium, None)

You will know precisely how and where your capital is deployed in order to optimize it better.