[{"data":1,"prerenderedAt":254},["ShallowReactive",2],{"navigation":3,"/docs/tools/allocation":177,"/docs/tools/allocation-surround":249},[4,11,37,59,69,75,81,91,97,127,145,151],{"title":5,"path":6,"stem":7,"children":8},"Getting Started","/docs/getting-started","1.docs/1.getting-started/1.index",[9],{"title":10,"path":6,"stem":7},"Documentation",{"title":12,"path":13,"stem":14,"children":15},"Workspace","/docs/workspace","1.docs/10.workspace/1.index",[16,17,21,25,29,33],{"title":12,"path":13,"stem":14},{"title":18,"path":19,"stem":20},"Inbox","/docs/workspace/inbox","1.docs/10.workspace/2.inbox",{"title":22,"path":23,"stem":24},"Calendar","/docs/workspace/calendar","1.docs/10.workspace/3.calendar",{"title":26,"path":27,"stem":28},"Tasks","/docs/workspace/tasks","1.docs/10.workspace/4.tasks",{"title":30,"path":31,"stem":32},"Contacts","/docs/workspace/contacts","1.docs/10.workspace/5.contacts",{"title":34,"path":35,"stem":36},"Documents","/docs/workspace/documents","1.docs/10.workspace/6.documents",{"title":38,"path":39,"stem":40,"children":41},"Settings","/docs/settings","1.docs/11.settings/1.index",[42,43,47,51,55],{"title":38,"path":39,"stem":40},{"title":44,"path":45,"stem":46},"Organisation setup","/docs/settings/organisation-setup","1.docs/11.settings/2.organisation-setup",{"title":48,"path":49,"stem":50},"Constitution","/docs/settings/constitution","1.docs/11.settings/3.constitution",{"title":52,"path":53,"stem":54},"Members","/docs/settings/members","1.docs/11.settings/4.members",{"title":56,"path":57,"stem":58},"Security","/docs/settings/security","1.docs/11.settings/5.security",{"title":60,"path":61,"stem":62,"children":63},"Parent offices","/docs/parent","1.docs/12.parent/1.index",[64,65],{"title":60,"path":61,"stem":62},{"title":66,"path":67,"stem":68},"Branding and report templates","/docs/parent/branding-and-templates","1.docs/12.parent/2.branding-and-templates",{"title":70,"path":71,"stem":72,"children":73},"Testing with demo files","/docs/testing-with-demo-files","1.docs/2.testing-with-demo-files/1.index",[74],{"title":70,"path":71,"stem":72},{"title":76,"path":77,"stem":78,"children":79},"Vaults","/docs/vaults","1.docs/3.vaults/1.index",[80],{"title":76,"path":77,"stem":78},{"title":82,"path":83,"stem":84,"children":85},"Billing & plans","/docs/billing","1.docs/4.billing/1.index",[86,87],{"title":82,"path":83,"stem":84},{"title":88,"path":89,"stem":90},"Parent offices (MFO & funds)","/docs/billing/parent-offices","1.docs/4.billing/2.parent-offices",{"title":92,"path":93,"stem":94,"children":95},"Chat & agents","/docs/chat-and-agents","1.docs/5.chat-and-agents/1.index",[96],{"title":92,"path":93,"stem":94},{"title":98,"path":99,"stem":100,"children":101},"Portfolio","/docs/portfolio","1.docs/6.portfolio/1.index",[102,103,107,111,115,119,123],{"title":98,"path":99,"stem":100},{"title":104,"path":105,"stem":106},"Liquid positions","/docs/portfolio/liquid-positions","1.docs/6.portfolio/2.liquid-positions",{"title":108,"path":109,"stem":110},"Alternatives","/docs/portfolio/alternatives","1.docs/6.portfolio/3.alternatives",{"title":112,"path":113,"stem":114},"Real assets","/docs/portfolio/real-assets","1.docs/6.portfolio/4.real-assets",{"title":116,"path":117,"stem":118},"Philanthropy","/docs/portfolio/philanthropy","1.docs/6.portfolio/5.philanthropy",{"title":120,"path":121,"stem":122},"Costs","/docs/portfolio/costs","1.docs/6.portfolio/6.costs",{"title":124,"path":125,"stem":126},"Transactions","/docs/portfolio/transactions","1.docs/6.portfolio/7.transactions",{"title":128,"path":129,"stem":130,"children":131},"Forecasts","/docs/forecasts","1.docs/7.forecasts/1.index",[132,133,137,141],{"title":128,"path":129,"stem":130},{"title":134,"path":135,"stem":136},"Cash flow planning","/docs/forecasts/cash-flow","1.docs/7.forecasts/2.cash-flow",{"title":138,"path":139,"stem":140},"Scenarios","/docs/forecasts/scenarios","1.docs/7.forecasts/3.scenarios",{"title":142,"path":143,"stem":144},"Tax forecasting","/docs/forecasts/tax","1.docs/7.forecasts/4.tax",{"title":146,"path":147,"stem":148,"children":149},"Reports","/docs/reports","1.docs/8.reports/1.index",[150],{"title":146,"path":147,"stem":148},{"title":152,"path":153,"stem":154,"children":155},"Tools","/docs/tools","1.docs/9.tools/1.index",[156,157,161,165,169,173],{"title":152,"path":153,"stem":154},{"title":158,"path":159,"stem":160},"Deal flow","/docs/tools/deal-flow","1.docs/9.tools/2.deal-flow",{"title":162,"path":163,"stem":164},"Allocation","/docs/tools/allocation","1.docs/9.tools/3.allocation",{"title":166,"path":167,"stem":168},"Exposure","/docs/tools/exposure","1.docs/9.tools/4.exposure",{"title":170,"path":171,"stem":172},"Residency","/docs/tools/residency","1.docs/9.tools/5.residency",{"title":174,"path":175,"stem":176},"Portfolio news","/docs/tools/portfolio-news","1.docs/9.tools/6.portfolio-news",{"id":178,"title":162,"body":179,"description":241,"extension":242,"meta":243,"navigation":244,"path":163,"seo":245,"stem":164,"__hash__":248},"docs/1.docs/9.tools/3.allocation.md",{"type":180,"value":181,"toc":236},"minimark",[182,186,198,203,222],[183,184,162],"h1",{"id":185},"allocation",[187,188,189,192,193,197],"p",{},[190,191,162],"strong",{}," (",[194,195,196],"code",{},"/allocation",") shows how NAV is split across categories — asset class, geography, sector, or custom groupings depending on configuration.",[199,200,202],"h2",{"id":201},"using-allocation","Using allocation",[204,205,206,216,219],"ol",{},[207,208,209,210,212,213,215],"li",{},"Open ",[190,211,162],{}," from ",[190,214,152],{},".",[207,217,218],{},"Review pie or bar breakdowns against total portfolio NAV.",[207,220,221],{},"Drill into segments where the UI supports detail links.",[187,223,224,225,228,229,232,233,215],{},"For holdings inside funds of funds, ensure ",[190,226,227],{},"child positions"," or ",[190,230,231],{},"fund composition lookthrough"," is set up — see ",[234,235,98],"a",{"href":99},{"title":237,"searchDepth":238,"depth":238,"links":239},"",2,[240],{"id":201,"depth":238,"text":202},"Portfolio allocation and weight views in FamilyOFX.","md",{},true,{"title":246,"description":247},"FamilyOFX Allocation","See asset class and category weights across the portfolio.","exIi9sO4Dc-Q5Ob1HeJ8iD-AvjFsg8rCE0LNl2yhSPY",[250,252],{"title":158,"path":159,"stem":160,"description":251,"children":-1},"Track investment opportunities on a kanban board in FamilyOFX.",{"title":166,"path":167,"stem":168,"description":253,"children":-1},"Concentration and lookthrough exposure analysis in FamilyOFX.",1788300170254]