Portfolio Pyramid Builder

Portfolio Pyramid Builder 📊

Portfolio Pyramid Builder 📊

Professional portfolio allocation tool with systematic, age-based investment strategies

$100,000
Total Portfolio Value
15.0%
Cash Position
Cash (15.0%)
Largest Holding
Balanced
Portfolio Status

Portfolio Allocation Report

Age: 35 years (Mid-Career 35-54)

Portfolio Overview

Target Allocation (Age-Based)

Based on current age, the recommended target allocation is:

Portfolio Analysis

Portfolio appears well-balanced for growth and stability

Current Portfolio Allocation

Current Allocation

Portfolio Metrics

Portfolio Holdings

CategoryAsset/Stock% of Portfolio% of Category

Portfolio Pyramid Visualization