IN PLAIN ENGLISH
Flow diagram tracing portfolio value from holdings through to sectors and overall totals.
WHY IT HELPS
Makes concentration visible as flow width, so a dominant position or sector is obvious at a glance.
HOW IT'S CALCULATED
Each link's thickness is that holding's value as a share of the total it feeds into. Holding values use shares held × latest price, FX-converted into your portfolio currency; sector nodes sum the holdings mapped to them. A fund flows into each sector it holds in proportion to its sector weights, meeting under a Via funds node in place of an industry.
Educational content only. It is not personal financial advice.