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Educational tool

Global Portfolio X-Ray

Understand where your money is allocated, which markets dominate your portfolio and how your wealth is positioned around the world.

Fill in your investments by asset class, country, currency, asset type and institution. The tool turns your portfolio into visual charts to show concentration, diversification, custody risk and global positioning.

Portfolio x-ray results

Total portfolio capital

US$ 0.00

Diversification level

0/100

Portfolio still concentrated, highly dependent on local currency or on a small number of asset classes.

International share

0.0%

Strong-currency share

0.0%

How to use this tool

You do not need to be an expert. Simply enter how much you have in each investment type. The tool organizes the data and visually shows how your portfolio is distributed.

If most of your money is in only one market, country, currency or institution, your portfolio may be concentrated. If your capital is spread across assets, countries, currencies and custody locations, you begin to build a more global view.

Total capital

The total of all your investments.

Asset class

Shows whether your money is in fixed income, stocks, ETFs, crypto, Forex, real estate funds or other markets.

Country

Shows which economies your wealth is exposed to.

Currency

Shows whether your portfolio depends only on your local currency or already has international exposure.

Type / asset

Shows whether your capital is concentrated in a specific type of asset, such as Bitcoin, Treasuries, global ETFs or international stocks.

Diversification

Shows whether your portfolio depends on a few assets or is better distributed.

Fill in your portfolio

Add the values of your portfolio by asset class. The more accurate the inputs, the better the concentration, custody and diversification diagnosis will be.

Filled capital

US$ 0.00

Filled classes

0

Different countries

0

Different currencies

0

Different institutions

0

Portfolio x-ray results

See where your portfolio is concentrated, how much international exposure you have and how Varejo Investidor classifies your diversification.

Total portfolio capital

US$ 0.00

Largest concentration by asset

Not enough data

Largest concentration by country

Not enough data

Largest concentration by currency

Not enough data

Largest concentration by asset type

Not enough data

Largest concentration by institution

Not enough data

International share

0.0%

Strong-currency share

0.0%

Risk asset share

0.0%

Share in banks

0.0%

Share in brokers

0.0%

Share in exchanges

0.0%

Share in Forex brokers

0.0%

Share in self-custody

0.0%

Diversification level

0/100

Varejo Investidor classification

Ant

Portfolio still concentrated, highly dependent on local currency or on a small number of asset classes.

Portfolio visualization

The charts below show how your capital is split. Use them to spot concentrations that may go unnoticed in daily life.

Allocation by asset class

Total0

Allocation by country

Allocation by currency

Allocation by type / asset

Allocation by custody location

This chart shows where your portfolio is held. A portfolio can be diversified by assets while still being concentrated in only a few institutions.

Global map view

See how your portfolio is positioned by region. The more your wealth moves away from a single country, the more global your wealth vision tends to become.

Portfolio pillars

Liquidity0.0%
Income0.0%
Growth0.0%
Protection0.0%
Global exposure0.0%
Risk0.0%
Diversification0.0%

Ant

Portfolio still concentrated, highly dependent on local currency or on a small number of asset classes.

Wolf

Portfolio in transition, with moderate diversification and some international exposure.

Harpy

More balanced portfolio, with strong currencies, different assets and a clearer global wealth view.

Current portfolio profile

Not enough data

Protected wealth100.0%
Global vision0.0%
Local dependency0.0%
Monthly reviewRecommended

Concentration alerts

International exposure is still low for a global wealth approach.

Educational recommendations

Start by increasing the number of asset classes before chasing more return.
Consider studying international exposure to reduce dependence on the same economic environment.
Strong currencies can support wealth protection when the local currency weakens.

Build your wealth path with more clarity.

Use the x-ray to understand your portfolio. Then join the Formiga Channel to receive economic analysis, educational content and global market updates.

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Disclaimer

Varejo Investidor content is provided for educational and informational purposes only. The analyses, signals, examples, mentorships, consulting services, and materials presented do not constitute individualized investment advice, personalized financial consulting, a promise of profitability, or a guarantee of results. Operations in Forex, crypto assets, commodities, indices, and other markets involve risk and may result in losses. Each user is responsible for their own financial decisions and should evaluate their reality, goals, and risk tolerance before trading or investing.