Asset Allocation Optimizer
Asset Allocation Optimizer
Optimize your portfolio balance across different asset classes
✓100% Halal - Diversification Strategy
Portfolio Settings
Portfolio Status
Total Value
PKR 1,000,000
Balance Status
Needs Rebalancing
Total Deviation
20.0%
➕ Asset Classes
Current vs Target Allocation
Buy
Target Value:
PKR 700,000
Rebalance Amount:
+PKR 100,000
Current60%
Target70%
Sell
Target Value:
PKR 200,000
Rebalance Amount:
PKR -50,000
Current25%
Target20%
Sell
Target Value:
PKR 50,000
Rebalance Amount:
PKR -50,000
Current10%
Target5%
Hold
Target Value:
PKR 50,000
Rebalance Amount:
+PKR 0
Current5%
Target5%
Rebalancing Summary
Assets to Buy
Stocks (PSX)
Buy PKR 100,000(10.0% increase)
Assets to Sell
Real Estate
Sell PKR 50,000(5.0% decrease)
Gold/Commodities
Sell PKR 50,000(5.0% decrease)
Asset Allocation Tips
Diversification
Don't put all eggs in one basket. Spread risk across different asset classes.
Regular Rebalancing
Review and rebalance quarterly or when allocation drifts more than 5%.
Age-Based Allocation
Consider your age: younger investors can take more risk with stocks.
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Halal Investments
Ensure all asset classes comply with Shariah principles - no interest or haram sectors.