Audit Your Portfolio for Structural Efficiency
Your asset allocation is the primary driver of your long-term portfolio performance. NovaPlan's Portfolio Analyser provides a transparent, visual audit of your cash, equities, bonds, real estate, and alternative assets, allowing you to instantly assess your concentration risk.
Spot fee drag immediately. Even a 1% difference in expense ratios can eat away up to 30% of your potential compounding wealth over 30 years. NovaPlan calculates your weighted portfolio fee and visualizes how a rebalancing plan can realign your actual assets back to your targeted risk profile.
Visual Allocation Breakdown
See your exact portfolio weightings across major asset classes in an interactive pie-chart dashboard.
Fee Drag Audit Calculator
Visualize the long-term impact of mutual fund and ETF expense ratios on your compounded retirement nest egg.
Rebalancing Indicators
Detect when market movements drift your actual holdings away from your target portfolio risk tolerance.