Allocation Summaries Comparison

Upload multiple allocation summary files to compare their sector and subsector breakdowns

Scenario Comparison Guide

Purpose: Compare multiple allocation snapshots or strategy scenarios side by side.

Data source: Reads multiple allocation summary JSON files from uploads on this page.

How it works

  1. Upload one or more allocation summary JSON files.
  2. Each file renders its own sector and subsector charts.
  3. Click a sector to lock focus and compare that sector across all files.

What to do next

  • Use this page to compare baseline vs proposed targets before rebalancing.
  • Keep file names descriptive so scenario differences are obvious.
  • When a scenario looks best, use its target allocation in Allocation Comparison.
Upload Files
Select multiple JSON allocation summary files to compare their visualizations

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Upload one or more allocation summary JSON files to view their comparative visualizations

Expected file format:

{
  "sectors": [
    {
      "sector": "U.S. Stocks",
      "percent_of_total": 63.17,
      "subsectors": [
        {
          "subsector": "Large Cap Core",
          "percent_of_sector": 59.04,
          "percent_of_total": 37.3
        }
      ]
    }
  ],
  "summary": {
    "largest_sector": "U.S. Stocks",
    "largest_sector_percent": 63.17,
    "total_sectors": 3,
    "total_subsectors": 6
  }
}