allocation / donut template

Allocation breakdown

An illustrative four-part allocation that adds to 100%, with direct labels.

Allocation breakdown with synthetic values and explicit units
A self-contained visual with a sample-data label. Preview shown as SVG.
Ready to take with you

One layout.
Three useful files.

Save the finished PNG, edit the vector SVG in compatible software, or inspect the exact source values in the CSV. All three files describe the same example.

PNG: 1800 × 1080 pixels · SVG: 900 × 540 viewBox · CSV: UTF-8 source values

What this chart shows

The allocation snapshot contains arbitrary category weights of equities 45%, bonds 30%, cash 15%, and other 10%. They form a single illustrative whole totaling 100%. The donut emphasizes composition; the bar version provides a shared baseline for magnitude comparison.

What it does not claim

These weights are not a portfolio recommendation or a description of a real account. The template does not evaluate suitability, risk tolerance, taxes, or the rights to any data you substitute.

Adapt it with the context intact

Choose the file your publishing destination supports. When adapting this layout for your own measurements, replace the title, labels, units, source note, and sample status as well as the plotted marks. Check the values against their original source and retain any rights notices that apply. Editing an SVG by hand does not recalculate the chart.

Keep the illustrative label whenever you use the included values. Check the imported artwork at its final display size, and provide a written explanation or table where readers need an alternative to the image. Read the image chart publishing guide for a practical export workflow.