Allocation Goals
Instructions
The Allocation Goals widget allows investors to view the current vs. target asset allocations. Once the goals have been configured, investors may navigate to this widget to identify over- and underweighted asset/sub-asset classes relative to the goal.
To navigate to Allocation Goals, please take the steps outlined below.
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Select Performance & Reports > PortfolioAnalyst > Navigate to the Allocation Goals widget.
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Alternatively, click Menu in the top left corner > PortfolioAnalyst > Navigate to the Allocation Goals widget.
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Select the blue arrow icon in the top right corner to view additional details.
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A new page will populate with additional information regarding your allocation goals.
Additional Resources
Learn About PortfolioAnalyst at IBKR Campus
Visit the PortfolioAnalyst Website