Free portfolio visualizer: pie chart your investments online

You know what you own. But do you know how your money is actually split? Most people have a rough idea — "mostly stocks, some bonds." A pie chart of your real holdings tells a different story. Maybe tech is 60% of your portfolio. Maybe one stock is 25% of everything you own.

Our free portfolio visualizer lets you add your holdings, enter share counts and prices, and instantly see a pie chart breakdown by asset, sector, and total value. No account, no signup, nothing stored.

What the tool shows you

Add each investment in your portfolio with the ticker, number of shares, and price per share. The tool calculates:

• Percentage allocation for each holding
• Dollar value per position
• Total portfolio value across all holdings
• Pie chart breakdown so you can see the split visually
• Sector allocation to spot concentration risk

Everything runs in your browser. Your data never leaves your device.

Who this is for

Anyone who owns investments across multiple accounts and wants one clear picture:

• 401k holders trying to see if their target date fund allocation still fits
• Self-directed investors who picked individual stocks and lost track of the balance
• Bogleheads maintaining a 3-fund portfolio and checking their ratios
• Retirees shifting from growth to income and wanting to see the current split
• Beginners who just want to understand what their portfolio actually looks like

How to use it (3 steps)

1. Add your holdings. Enter each investment name or ticker, number of shares, and current price per share.
2. View the pie chart. The tool instantly generates a color-coded breakdown showing each holding's percentage of the total.
3. Check your balance. Look for any single position over 20-25% of your portfolio. That is concentration risk. Look for missing asset classes like bonds or international stocks.

Example: a simple 3-fund portfolio

Say you hold VTI (US total market), VXUS (international), and BND (bonds). You enter:

• VTI: 100 shares at $280 = $28,000
• VXUS: 80 shares at $62 = $4,960
• BND: 50 shares at $72 = $3,600

Total portfolio: $36,560. The pie chart shows VTI at 76.6%, VXUS at 13.6%, and BND at 9.8%. If your target is 60/30/10, you can see exactly how far off you are and what to adjust. Need help with that? Read our portfolio rebalancing guide.

Why a visual breakdown matters

Numbers in a spreadsheet are easy to ignore. A pie chart makes imbalances obvious. When one slice dominates the chart, you can see it immediately. This is especially true for people who have been adding to their portfolio for years without checking the overall balance.

It also helps during tax-loss harvesting, rebalancing, or when you are about to make a new investment and want to know where the gap is.

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