Asset Allocation shows how your crypto book is split across Bitcoin, Ethereum, altcoins and stablecoins, versus targets you set.
It uses Portfolio Tracker holdings. Logged-in users store targets and snapshots; guests stay in the browser.
What is this tool?
A composition view of the book already tracked in Portfolio Tracker.
Four fixed buckets plus a per-coin weight and value list.
Custom targets and drift (gap) versus the live allocation.
How to read results
The donut and bars show percentage weights by bucket on live value.
Top 1 / Top 3 and effective N measure single-name concentration.
Drift is actual − target: positive = overweight, negative = underweight.
The time chart tracks bucket weights day by day.
Key signals and metrics
BTC/WBTC → Bitcoin bucket; ETH/wrapped staking → Ethereum.
Common stables (USDT, USDC, …) → Stablecoins; everything else → Altcoins.
Targets are renormalized to 100% if the sum is off.
Advanced use and combinations
After a rebalance, refresh Tracker and reopen Allocation to see new drift.
Cross-check Health Check when Top 1 or HHI is elevated.
Use Performance to see whether heavy buckets drive returns.
Using this tool on PEPS Crypto
Populate holdings in Portfolio Tracker.
Open Asset Allocation — weights use the site display currency.
Set bucket targets and save (account or local).
Return on later days to watch bucket evolution.
How it works
- Add holdings in Portfolio Tracker.
- Open Asset Allocation.
- Read donut, weights and concentration.
- Set and save bucket targets.
- Reopen on later days to grow history.
What to consider
- Coins without a live price do not fully enter book value.
- Wrapped/staking ETH count in the Ethereum bucket.
- Not financial or tax advice.
Frequently asked questions
- Where are targets stored?
- Accounts: aal_user_targets table. Guests: browser localStorage.
- How is a coin classified?
- Fixed BTC/ETH/stable rules; everything else is alt. No CoinGecko sectors.
- Does the chart replay past trades?
- No — it snapshots the current book over time, not an order ledger.
Conclusion
Treat Allocation as composition hygiene — not a buy/sell signal.
Not financial advice.