Target allocation treemap

What the treemap shows, in words

The card is split in two. On the left sit the title Target allocation, the number of holdings ({n} assets), and one large percentage captioned capital invested. On the right sits the mosaic: rectangles filling the card, largest first, each labelled with its name and its own percentage.

Area is the only thing that encodes a value — a tile twice the size of another is twice the share of capital. The colours only separate neighbouring tiles from each other and carry no meaning of their own. Two tiles are deliberately muted rather than coloured: the Cash tile, which appears whenever some capital is not put to work, and the Others (N) tile below. Nothing in the mosaic is visual-only: every tile prints its own label and its own percentage, so the whole allocation is readable as text.

What does "Others (N)" mean?

Others (N) is one tile standing in for all the pieces too small to draw, where N is how many were folded into it. The treemap draws the seven largest pieces at a level and groups everything after that into this single tile, whose percentage is their combined share. Others (12) therefore means twelve holdings share that tile's area — it is a grouping, never a holding of its own, and there is no instrument called "Others".

How does the drill-down work?

On a Combined, the top level of the treemap is the strategies inside it: one tile per strategy, sized by its share of your capital. Clicking a strategy's tile replaces the mosaic with that strategy's own assets, and a back control labelled with the strategy's name returns you to the top level. A single strategy has nothing to drill into, so its assets are shown flat from the start.

Percentages do not re-scale when you drill in. A strategy's asset tiles stay shares of your whole capital, so they add up to that strategy's own tile — not to 100%. The Cash tile appears only at the top level, because cash belongs to the whole book rather than to one strategy's asset list.

Defaults in Fincanva

• Tile area = share of the Capital you entered; the tiles plus the Cash tile account for the whole 100% (see Cash % and capital invested).
• At most seven tiles are drawn per level; everything beyond that folds into Others (N), at the top level and inside a drill-down alike.
• {n} assets counts distinct instruments held, so a holding shared by two strategies is counted once.
• The mosaic redraws when you change the rebalance date or the capital, and dims while it refreshes.
• The treemap shows targets for a paper portfolio — nothing in it is an order sent to a broker (see Order plan and Portfolio).

Worked example

A Combined holds two strategies. At the top level the treemap shows Growth 61%, Defensive 31%, and a muted Cash 8% — so roughly two thirds of the mosaic's area is the Growth strategy, and you can see at a glance that the book is not evenly split.

Click the Growth tile. The mosaic becomes Growth's own holdings: its seven largest, plus Others (9). The biggest reads 9.4% and Others (9) reads 7.1%, so nine holdings together take less area than the single largest one. Those eight tiles add up to the same 61% the Growth tile showed, because they are still shares of your capital, not of Growth's slice. The back control now reads Growth; clicking it returns you to the two-strategy view.

The treemap describes the allocation a strategy's own rules produce; it is not a recommended mix and Fincanva does not tell you how to divide your money. Fincanva provides no financial advice — see Is this financial advice?.