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Advanced allocation planner

Tvůrce portfolia for realistic asset mixes

Choose assets, set weights, and compare the scenario output without the old drag-and-drop theatrics. This page is the quieter allocation companion to the main portfolio calculator.

1. Select assets

Start with a manageable mix

Pick only the sleeves you actually want to reason about.

2. Set weights

Balance concentration and spread

Use the sliders to turn a rough mix into a clearer portfolio story.

3. Compare outcomes

Read the scenario, not a promise

Outputs stay illustrative so the page supports planning instead of fantasy.

Asset selection

Choose the mix

Quick starting presets

Use a preset if you want a fast first draft instead of building from zero.

Allocation

Weight the selected positions

Allocation story

Portfolio summary

Use this as the readable snapshot before you decide whether the mix deserves a deeper conversation.

Selected assets

Allocation total

Estimated yearly assumption

Scenario settings

Set the planning frame

Time horizon

Lower case

Base case

Higher momentum

Illustrative outputs are based on the selected weights and category assumptions. They are planning aids, not guarantees.

Selected mix

Review the current weights before you move on.

Live

Next step

Carry the scenario into the next page.

Use the calculator for capital and contribution planning, or register if you want guided onboarding around the mix you just built.

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