Portfolio Allocation
Composition first. Leads with what the book is made of and how concentrated it is, which is the analyst's first question rather than the owner's.
What's inside
- Leads with composition: what the book holds and how concentrated it is
- Effective-holdings math shown on screen, derived from the same data module as the book
- Allocation and performance views on the shared rule scale
- SVG-only charts, no chart runtime dependency