How to Spot Your Best and Worst Assets Instantly with the Portfolio Heatmap Widget

What Is the Portfolio Heatmap Widget?

The heatmap is a treemap-style visualization where each asset in your portfolio is represented as a rectangle. The size of each rectangle corresponds to the weight of that asset in your portfolio. The color intensity shows performance — deep green for strong gains, deep red for significant losses.

This means your largest and best-performing positions are the most visually prominent. You see what matters most without reading a table.

A table tells you numbers. A heatmap tells you a story.

How Are Colors and Sizes Calculated?

Rectangle size is proportional to the current market value of each position relative to your total portfolio. A position worth 20% of your portfolio occupies 20% of the heatmap area.

Color is determined by the percentage return of each position over the selected period. You can typically switch between daily return, weekly return, monthly return, and return since purchase using the filter above the widget.

What Can You Learn from the Heatmap at a Glance?

A mostly green heatmap with large rectangles suggests your biggest positions are performing well — a healthy sign. A large red rectangle dominating the visual means your most significant holding is dragging performance.

Small red rectangles surrounded by green are easier to tolerate — they have limited portfolio impact. Large red rectangles demand attention and possibly a review of your thesis for that position.

How Do You Use the Portfolio Heatmap Widget?

Follow these steps to use the heatmap effectively:

1. Open your DonkyCapital dashboard and locate the Portfolio Heatmap widget on your overview page.
2. Select the performance period using the filter: today, this week, this month, or since purchase.
3. Click on any rectangle to see the asset name, current value, and percentage return for the selected period.
4. Look for large red rectangles — these represent your biggest underperformers by portfolio weight. These deserve a deeper review.

Why Does the Heatmap Look Different from Yesterday?

The heatmap updates with market prices in real time (or at close of day, depending on asset type). As prices change, both the color and the relative sizes of rectangles may shift — positions that gain in value grow larger.

Over time, a position that outperforms consistently will grow to occupy more of the heatmap. This is a natural and useful signal: your winner is becoming more dominant in your portfolio.

How to Act on What the Heatmap Shows

The heatmap is a diagnostic tool. Here is how to use what it shows:

• 1Large red rectangle: revisit your investment thesis. Is the underperformance temporary or structural?
• 2Dominant green rectangle: check whether this position now exceeds your target allocation. It may be time to rebalance.
• 3Many small rectangles of similar size: your portfolio may be too diversified to have meaningful impact from any single position.

Is the Heatmap Available on Mobile?

Yes. The heatmap widget is touch-optimized for mobile. Tap any rectangle to see the position details. On smaller screens, very small positions may be grouped or displayed as a compact list beneath the main heatmap.

For the most useful overview, use the desktop view if you hold more than 15 positions, as small rectangles can be difficult to tap accurately on a phone screen.

Frequently Asked Questions