Portfolio Allocation

By Site Adm on 10/1/2018

InvestControl now lets you define a target allocation for any portfolio. To do this, edit each asset in that portfolio and assign a "weight" to it from 0 to 10. Also set the desired portfolio as the "base" portfolio for that asset.

Now when you tap an asset to view its details, you will see a new section with the target allocation, including target amount invested, percentage of the portfolio and even the number of shares to buy to reach the desired amount.

You will also find a new "Target Allocation" pie chart in the Porftolio report, based on the ideal allocation defined for each asset. Have fun!