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Lens Store™ / Lenses / Portfolio Allocations

Card - Allocations
Planning, Analysis

Portfolio Allocations

Master Your Targets

Gain powerful insights by comparing your current portfolio allocations against industry benchmarks as well as your personalized targets, enabling strategic decision-making across your entire portfolio.

The Portfolio Allocations lens is included for Panorama and Signature clients.

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API Accessible
All Funds & Portals Supported

Precision Portfolio Engineering

The Portfolio Allocations lens offers a comprehensive view of your portfolio composition, allowing you to benchmark against industry standards and craft bespoke allocation targets for each entity in your world.

Helps you:

  • Rebalance and provide recommendations based on target allocations
  • Look back at historical allocations to visualize portfolio evolution over time
  • Engage in scenario modeling to test potential allocation changes
  • Run risk analysis of current and proposed allocations
  • Integration with your broader portfolio to drive real-time understanding
  • Have reporting for family members and advisors
Provides the insights needed to make strategic investment decisions that reflect your family's unique wealth management objectives.

About Copia

Whether you are managing your own portfolio, running a family office, or overseeing multiple clients, manage your investments in a whole new light by putting your Assets Under Intelligence. Embrace elegance and build a deeper understanding of your portfolio, make more informed decisions about future allocations, and feel confident in both investment and manager performance. 

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Have an idea for a lens?

We're building the system of record for assets and we call it the WealthOS™. If you have an idea or solution we'll help you build and serve the most sophisticated investors on the planet.

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Related Lenses

Card - Entities Map
Card - Net Worth

The Entities Map and Net Worth lenses are key pieces in understanding your portfolio and allocations.

The Learning Curve

A Family Centric Approach to Target Allocations
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A Family Centric Approach to Target Allocations

How to create a family-centric approach to building target allocations.

Target Allocations: Identifying Opportunities and Risks
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Target Allocations: Identifying Opportunities and Risks

The process of comparing actual portfolio allocations to target allocations is a critical exercise.

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