FamilyOFX

Allocation

Portfolio allocation and weight views in FamilyOFX.

Allocation

Allocation (/allocation) shows how NAV is split across categories — asset class, geography, sector, or custom groupings depending on configuration.

Using allocation

  1. Open Allocation from Tools.
  2. Review pie or bar breakdowns against total portfolio NAV.
  3. Drill into segments where the UI supports detail links.

For holdings inside funds of funds, ensure child positions or fund composition lookthrough is set up — see Portfolio.

Deal flow

Track investment opportunities on a kanban board in FamilyOFX.

Exposure

Concentration and lookthrough exposure analysis in FamilyOFX.