Financial Services & InsuranceComing soon: built and tested

Portfolio Allocation Viewer

Wealth portfolio review

Licence price

S$15

One-time licence
Emailed to you after payment

Account allocation vs selectable model portfolios as donut (current vs target rings) or band chart
Absolute/relative drift bands with per-class overrides
Out-of-band KPIs and status, off-model holdings, asset-class drill-down
Holdings tab (filter, search, sort by unrealised G/L, preferred/restricted flags)
Rebalance trades to target or band edge with cash buffer, minimum trade
Tax-aware (losses-first) sells and restricted funds
Editable trade list with est. units/realised G/L/short-term flags
Insufficient-cash and oversell checks
Before→after projection and after-trades donut, force rebalance
Submit/reopen proposal with advisor note
Proposal JSON bound value, 18 outputs
Niray-portfolioallocationviewerchange event and syncSelector