// by seankriegler.com

Portfolio Exposure Heatmap

See exactly where your capital is concentrated. Add each position below — the heatmap tiles scale by allocation size and colour by return, just like a professional portfolio dashboard.

🔒
Your Data Stays on Your Device
Your portfolio is saved automatically to localStorage in this browser — nothing is sent to any server, ever. The data is stored as a compact JSON string and persists across sessions until you clear it or use the button below. It is never shared, tracked or transmitted.
No saved data yet.
#TickerSectorCost BasisCurrent ValueAllocation %Return %
-
Total Portfolio Value
-
Total Unrealised P&L
-
Portfolio Return %
-
Largest Position
-
Positions
-
Concentration Risk
Position Heatmap
Sector Exposure

// Concentration Risk

Any single position above 20% of portfolio is considered concentrated. Above 33% is high risk — one bad trade can materially damage overall performance.

// Sector Exposure

Heavy allocation to one sector means economic sector events hit your whole portfolio simultaneously. Aim to diversify across uncorrelated sectors.

// Heatmap Colours

Green tiles = in profit. Red tiles = at a loss. Larger tiles = bigger allocation. A healthy portfolio shows mostly green tiles of balanced sizes.

// Rebalancing

When one position's allocation drifts far above target due to price appreciation, consider trimming to rebalance and realise some of the gain.