AI Chart Template

Stock Portfolio Treemap — Visualize Asset Allocation

See exactly how your investments are weighted across stocks and sectors with a clear, proportional treemap layout.

TreemapInvestingPortfolio AnalysisAsset Allocation

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Stock Portfolio Treemap — Visualize Asset Allocation

See exactly how your investments are weighted across stocks and sectors with a clear, proportional treemap layout.

Apple18500
Microsoft15200
NVIDIA12800
Alphabet9400
Amazon8700
Meta6300

Template

What This Template Offers

A ready-to-use stock portfolio treemap that maps each holding as a proportional rectangle — the bigger the position, the bigger the block.

Use cases

Perfect Use Cases

Personal Portfolio Review

Quickly spot concentration risk in your own holdings. Replace the sample tickers with your positions to see where your money actually sits.

Client-Facing Investment Reports

Financial advisors can drop this treemap into client reports or slide decks to communicate portfolio composition without spreadsheets.

Stock Pitch Presentations

Show investors or colleagues how a proposed allocation would look before committing. The visual weight makes weighting arguments intuitive.

Education and Finance Courses

Teach diversification and asset allocation concepts with a visual that students can interact with and modify in real time.

Customize

How to Customize

Replace holdings with your own

Click any row in the data table to edit the stock name and current value. Add or remove rows to match your actual portfolio.

Adjust colors by sector

Assign a consistent color to each sector group — purple for tech, green for healthcare, amber for financials — so sectors stand out at a glance.

Download or embed

Export as a high-resolution PNG for reports, or grab the embed code to drop the live chart into your website or dashboard.

Key Benefits

  • Proportional sizing makes portfolio weight immediately obvious without reading numbers
  • Color grouping lets you assess sector diversification in seconds
  • Works equally well for individual stocks, ETFs, or asset classes
  • Free to use with no account required — start in under a minute

Pro Tips

  • Use value in dollars (not percentage) for the most accurate proportional tiles — MakeCharts handles the math automatically.
  • Group similar sectors with the same color family (e.g. shades of blue for financials) to make diversification patterns pop.
  • Set 'Label mode' to 'Name + value' so viewers can read both the ticker and position size without hovering.

Start now

Build Your Own Portfolio Treemap

Paste in your holdings and see your asset allocation transform into a clear, proportional visual — in seconds.

or upload your data file

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