It would be good to see a pie chart with asset allocation of portfolios - percentages of equities vs bonds. Any plans to introduce?
You could try loading your portfolio into say Wallmine?
I could, but thatโs a faff - it would be a good feature to have in app. Many brokers do.
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There are other good tools. T212 gives performance based on recent 5 yrs. Which is short I think.
Before creating a pie, I use Portfolio Visualizer:
Backtest you pie with a longer period with different allocation percentages.