Asset Allocation — Free Donut Chart Template
This Asset Allocation template uses a donut chart to show how an investment portfolio is split across different asset classes at a glance. The sample data breaks a portfolio into Stocks (45%), Bonds (20%), Real Estate (15%), Crypto (8%), Cash (7%) and Commodities (5%), making diversification and concentration risk easy to spot. It's a ready-made starting point for visualizing your own allocation without building a chart from scratch.
Open This Template in the EditorAbout This Donut Chart Template
This Asset Allocation template uses a donut chart to show how an investment portfolio is split across different asset classes at a glance. The sample data breaks a portfolio into Stocks (45%), Bonds (20%), Real Estate (15%), Crypto (8%), Cash (7%) and Commodities (5%), making diversification and concentration risk easy to spot. It's a ready-made starting point for visualizing your own allocation without building a chart from scratch.
It's a ready-made Donut Chart you can open and edit in seconds — replace the sample numbers with your own, restyle it, and download a publication-ready image, all free and in your browser.
Template Data
This template ships with the sample data below. Open it in the editor to swap in your own figures:
| Asset Class | Portfolio |
|---|---|
| Stocks | 45 |
| Bonds | 20 |
| Real Estate | 15 |
| Crypto | 8 |
| Cash | 7 |
| Commodities | 5 |
When to Use This Template
- Individual investors mapping how their savings are spread across stocks, bonds, crypto and cash
- Financial advisors and planners showing clients a clear portfolio diversification breakdown
- Finance students or bloggers illustrating asset allocation concepts and target-vs-actual mixes
How to Use It
- Open the template — click "Open This Template in the Editor" to load it with its sample data.
- Edit the data — type your own labels and values, or paste a column straight from a spreadsheet.
- Customize & export — pick colors, add a title, then download as PNG, SVG, or PDF. No signup, no watermark.
Frequently Asked Questions
Can I replace the sample portfolio data with my own holdings?
Yes. Click Open in editor and edit the rows directly: rename the asset classes, change the percentages or dollar amounts, and add or remove categories. The donut chart updates instantly, and you can recolor each slice to match your scheme before exporting to PNG, SVG or PDF.
Is this template free and do I need an account?
It's completely free with no signup required. Everything runs in your browser, so you can customize the chart and export a high-quality PNG, SVG or PDF without creating an account or paying anything.
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