Plug in your holdings • Visualize allocations • Manage risk with dynamic tolerance bands
Edit values — everything updates live
| Asset | Current $ | Target % | Band ± | Conv. |
|---|
Assets outside bands are flagged. Wider bands = more tolerance for core holdings.
| Asset | Current % | Target % | Drift | Band (±pp) | Status | Suggested Action |
|---|
Your living portfolio framework
This matrix brings the risk tolerance bands and probability matrix to life interactively.
Full details, rules, and the complete framework live in your strategy document.