Features

See how spread out your money really is

X-ray scores your portfolio on five plain checks and opens up what you hold by class, sector, currency and account, looking inside funds where it can.

  1. 01

    Five checks, one score

    How spread out you are, your biggest single bet, how calm your mix is, how much rides on one industry, and whether you keep a cash cushion.

  2. 02

    Breakdowns that add up

    Shares by asset class, sector, currency and account, and how much your five biggest holdings make up of the whole.

  3. 03

    Inside your funds

    Where a fund's holdings are known, X-ray counts them too, so two funds holding the same companies don't look like diversification.

Questions people ask

Is the score a standard measure?

No. It is Allown's own formula, built to be easy to read. Each check explains what it looked at.

Does it work for crypto?

Yes. Coins count in the mix and in how calm it is, alongside stocks, funds, bonds and cash.

Can I see it for one account?

Yes. Every page, X-ray included, can show all accounts together or just one.

More of what Allown does

See all of it in one place

Add an account by hand, from a CSV or with a read-only connection. It takes a couple of minutes.

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