Planning

Portfolio actual vs. target asset class and sub-asset class allocations. Goals can be by value or percent. Drill down to activities for individual holdings.

To navigate to this tool, please take the steps outlined below.

  1. Select Performance & Reports > PortfolioAnalyst > Click the Configure Allocation Goals button under Planning

    • Alternatively, click Menu in the top left corner > PortfolioAnalyst > Click the Configure Allocation Goals button under Planning

  2. Enter your Allocation Goal details

    • Configure by: Asset Class or Sub Asset Class.

    • Set by: Percent (%) or Dollar ($)

  3. Review the Allocation Goals and select Continue to save.

  4. You may now navigate back to the main screen to view the configured allocation goals.

  5. Select the blue arrow icon in the top right corner to view additional details

For more information on Allocation Goals, please click here.