Graphing Rebalance Comparisons

[oyz79]

Is it possible to graph the values of a buy and hold allocation of a portfolio to the value of the portfolio when running a periodic, targeted allocation rebalance? I want to graph the values of the report>rebalance for both the targeted allocation and the same portfolio if no rebalance was conducted.

[Mark]

Hi oyz79,

You can plot the sub-portfolios allocation for any time period you want, or for a range of dates. See the pie charts for any single date, or see the stacked graphs for a date range. There is no feature to plot your defined target allocations, but you could create a sub-portfolio with investments assigned as your targets are defined, and then plot this sub-portfolio.