Portfolio input system

Define a custom portfolio

Build, paste, import or select a portfolio model. PFAtlas converts every input into a canonical allocation that can feed Performance, Analyzer, Archetype Map and future tools.

1. Choose input method

Active input

Text Input

PFAtlas will detect asset classes, normalize weights and prepare a canonical allocation.

2. Confirm interpretation

Canonical Portfolio Allocation

This is what PFAtlas understood from your input. Review, edit and confirm before using it across PFAtlas tools.

Asset / ticker	Weight	Interpreted as	Subtype	Confidence	Warnings	Actions
				high	—
				high	—
				high	—
				high	—
				high	—
				high	—
				high	—

Total: 100.00%

Developer / JSON output

{
  "version": 1,
  "name": "My custom portfolio",
  "locale": "en",
  "source": "text",
  "holdings": [
    {
      "id": "initial-69nn2lmm",
      "originalLabel": "US Housing / Property",
      "normalizedLabel": "US Housing / Property",
      "weight": 41.51,
      "warnings": [],
      "detectedAssetClass": "Real estate",
      "detectedAssetSubtype": "Real estate / REITs",
      "detectedImplementation": "asset_class",
      "confidence": "high"
    },
    {
      "id": "initial-mwkct885",
      "originalLabel": "MSCI World",
      "normalizedLabel": "MSCI World",
      "weight": 22.64,
      "warnings": [],
      "detectedAssetClass": "Equities",
      "detectedAssetSubtype": "Broad equity beta",
      "detectedImplementation": "asset_class",
      "confidence": "high"
    },
    {
      "id": "initial-l89ydthm",
      "originalLabel": "Global Bonds",
      "normalizedLabel": "Global Bonds",
      "weight": 15.09,
      "warnings": [],
      "detectedAssetClass": "Bonds",
      "detectedAssetSubtype": "Aggregate / nominal bonds",
      "detectedImplementation": "asset_class",
      "confidence": "high"
    },
    {
      "id": "initial-smefrkyy",
      "originalLabel": "Tech / Nasdaq",
      "normalizedLabel": "Tech / Nasdaq",
      "weight": 11.32,
      "warnings": [],
      "detectedAssetClass": "Technology equities",
      "detectedAssetSubtype": "Technology-led growth",
      "detectedImplementation": "theme",
      "confidence": "high"
    },
    {
      "id": "initial-joawppps",
      "originalLabel": "Bitcoin",
      "normalizedLabel": "Bitcoin",
      "weight": 4.91,
      "warnings": [],
      "detectedAssetClass": "Digital scarcity / crypto",
      "detectedAssetSubtype": "Crypto / digital scarcity",
      "detectedImplementation": "ticker",
      "confidence": "high"
    },
    {
      "id": "initial-8iddxhb0",
      "originalLabel": "US Cash / T-Bills",
      "normalizedLabel": "US Cash / T-Bills",
      "weight": 3.4,
      "warnings": [],
      "detectedAssetClass": "Cash / liquidity",
      "detectedAssetSubtype": "Cash / short duration",
      "detectedImplementation": "asset_class",
      "confidence": "high"
    },
    {
      "id": "initial-13xjpgwl",
      "originalLabel": "Gold",
      "normalizedLabel": "Gold",
      "weight": 1.13,
      "warnings": [],
      "detectedAssetClass": "Gold",
      "detectedAssetSubtype": "Gold / monetary metal",
      "detectedImplementation": "asset_class",
      "confidence": "high"
    }
  ],
  "totalWeight": 100,
  "isNormalized": false,
  "normalizationWarnings": [],
  "assetClassWeights": {
    "Real estate": 41.51,
    "Equities": 22.64,
    "Bonds": 15.09,
    "Technology equities": 11.32,
    "Digital scarcity / crypto": 4.91,
    "Cash / liquidity": 3.4,
    "Gold": 1.13
  }
}