Feature Spotlight

Nested Pies

Organize complex portfolios with hierarchical allocation. Root categories with sub-slices, real-time dollar math, and sunburst visualization coming soon.

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How it works

Think in categories, not just assets

Organize your portfolio the way your mind worksβ€”with logical groupings and sub-categories.

Root Categories

Start with major asset classes: Stocks, Bonds, Alternatives, Real Estate.

Portfolio Structure:
πŸ“Š Stocks (70%)
πŸ›οΈ Bonds (20%)
🏠 Real Estate (10%)

Sub-slices

Break down categories into specific allocations that make sense to you.

Stocks (70%):
β”œβ”€ US Total Market (40%)
β”œβ”€ International (20%)
└─ Emerging Markets (10%)

Real-time Math

See dollar amounts and percentages update instantly as you adjust allocations.

Live Calculation:
US Total: $40,000 (40%)
International: $20,000 (20%)
EM: $10,000 (10%)
Organization

Structure that makes sense

Create a portfolio hierarchy that matches your investment philosophy and makes complex allocations easy to understand.

Logical grouping

Organize by asset class, geography, risk level, or any system that works for you.

Automatic calculations

Percentages and dollar amounts cascade through the hierarchy automatically.

Visual clarity

Sunburst charts and tree views make complex allocations easy to understand at a glance.

Sample Nested Structure

Portfolio ($100,000)
β”œβ”€ πŸ“Š Stocks (70% - $70,000)
β”œβ”€ US Total Market (40% - $40,000)
β”œβ”€ International Dev (20% - $20,000)
└─ Emerging Markets (10% - $10,000)
β”œβ”€ πŸ›οΈ Bonds (20% - $20,000)
β”œβ”€ US Aggregate (15% - $15,000)
└─ International (5% - $5,000)
└─ 🏠 Real Estate (10% - $10,000)
β”œβ”€ REITs (7% - $7,000)
└─ Direct RE (3% - $3,000)
Coming soon: Interactive sunburst visualization for even clearer portfolio structure.
Benefits

Manage complexity with clarity

Nested pies make sophisticated portfolio strategies accessible and maintainable.

Intuitive Organization

Structure your portfolio the way you think about it, with logical categories and subcategories.

Automatic Math

Changes cascade through the hierarchy automatically, keeping all calculations in sync.

Flexible Depth

Create as many levels as you need, from simple three-fund portfolios to complex multi-asset strategies.

Organize your portfolio your way

Create a nested structure that makes sense to you and makes complex allocations simple to manage.

Build my pie