Allocation Target Properties Dialog

 

This dialog is available from the Allocation Target List Dialog.

 

Assign a name to be used for this allocation target.  Each allocation target is one of the following types:

 

Asset Type

Investment Goal

Investment Type

Currency

 

Once you select the type of allocation target, enter in the percentages for each field.  The total of all percentages must add up to 100.

See Also

Allocation Target List Dialog

Rebalance Report

 


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