Allocation Summary Guide

Purpose: This is the entry point, upload holdings here to generate portfolio outputs used by all other pages.

Data source: Upload Empower JSON or Monarch HAR, backend runs /api/analyze and publishes allocation summary and ticker composition.

How it works

  1. Upload Empower JSON or Monarch HAR in the first card.
  2. Backend analyzes holdings and writes fresh artifacts.
  3. Results on this page and Ticker Search update from those artifacts.

What to do next

  • Use Ticker Search to validate classification quality.
  • Then open ETF Recommendations and click Generate to optimize ETF picks from current composition.
  • Use Allocation Comparison to compare current CSV vs your target CSV for rebalancing.
Upload Empower Holdings (Recommended)
Upload your Empower holdings JSON or Monarch HAR export. The system will analyze it automatically and show the allocation summary.

Expected format: Empower holdings export JSON, or Monarch network HAR captured while viewing holdings.

Upload Pre-generated Analysis
Upload an allocation summary JSON file that was already generated by the Python backend.

How to get this file: Run your Python analysis to generate an allocation_summary.json file, then upload it here. Expected format:

{
  "sectors": [
    {
      "sector": "U.S. Stocks",
      "weight": 0.6317,
      "percent_of_total": 63.17,
      "subsectors": [
        {
          "subsector": "Large Cap Core",
          "weight": 0.5904,
          "percent_of_sector": 59.04,
          "percent_of_total": 37.3
        }
      ]
    }
  ]
}
No Data
Upload an allocation summary JSON file to view portfolio breakdown