Demo Dashboard
This is a read-only preview of Alignfolio Advisor. Sample households and holdings shown - editing is disabled.
Know which client portfolios drifted off target.
Create households, add accounts, set account-level target allocations, upload CSVs, review mapping, and see account drift.
Households
4
Accounts
13
Needs review
3
Total assets
$1,660,500
Add client household
Add the client household first. Accounts are added underneath the selected household.
Advisor dashboard
Select a household to review accounts and combined exposure.
Smith Family
Pre-retirement, balanced growth
Household value
$639,000
Accounts
3
Max drift
15.28%
Household notes
Last Portfolio Review
Last reviewed 19 days ago (Jun 25, 2026)
Combined Portfolio Allocation
$639,000 combined across 3 accounts
Household target is computed automatically from each account's target, weighted by account value. Edit any value to set it manually.
| Asset Class | Current | Household Target | Drift |
|---|---|---|---|
| Cash | 3.9% | -1.1% | |
| Canadian Equity | 20.2% | +0.2% | |
| US Equity | 39.8% | +14.8% | |
| International Equity | 13.6% | +3.6% | |
| Emerging Markets | 2.8% | -2.2% | |
| Fixed Income | 19.7% | -15.3% |
Total Household Target: 100.00% - balanced.
Accounts under household
Add accounts separately and upload or replace holdings CSVs for each account.
Bulk import accounts from one CSV
Use this for combined household exports where accounts are separated by zero-value rows.
$392,000 · Jul 8, 2026
$120,000 · Jul 8, 2026
$127,000 · Jul 5, 2026
Selected account mapping review
Review and override how each holding is mapped. This is the missing step between CSV upload and drift analysis.
Account
Smith RRSP
RRSP
Account value
$392,000
Last updated
Jul 8, 2026
Account mapping looks clean
Selected account target allocation
Account target total: 100.00%
| Asset class | Current $ | Current % | Target % | Drift | Status |
|---|---|---|---|---|---|
| $9,000 | 2.30% | 5.00% | -2.70% | 🟢 On Track | |
| $98,000 | 25.00% | 20.00% | 5.00% | 🟡 Moderate Drift | |
| $142,000 | 36.22% | 25.00% | 11.22% | 🔴 Off Track | |
| $51,000 | 13.01% | 10.00% | 3.01% | 🟡 Moderate Drift | |
| $18,000 | 4.59% | 5.00% | -0.41% | 🟢 On Track | |
| $74,000 | 18.88% | 35.00% | -16.12% | 🔴 Off Track |
| Holding | Ticker | Value | Shares | Asset class | Price Symbol Override ⓘ | Auto-price | |
|---|---|---|---|---|---|---|---|
$98,000 Manual value | |||||||
$142,000 Manual value | |||||||
$51,000 Manual value | |||||||
$18,000 Manual value | |||||||
$74,000 Manual value | |||||||
$9,000 | — | ||||||
| Set after adding | Manual |
Cash flow calculator
Enter a positive amount to invest new cash into underweight asset classes, or a negative amount for a withdrawal from overweight asset classes first.
1. Fixed Income
Current 18.88% vs target 35.00%.
Estimated after: 20.48%
Estimated drift: -14.52%
2. Cash
Current 2.30% vs target 5.00%.
Estimated after: 2.58%
Estimated drift: -2.42%
3. Emerging Markets
Current 4.59% vs target 5.00%.
Estimated after: 4.54%
Estimated drift: -0.46%
Mathematical allocation view only. It does not consider taxes, suitability, liquidity, account restrictions, or product recommendations.