Rebalance Report Allocation Target Percentages

[mdickson]

Tryin to do a rebalancing report - my targeting is by asset type.

Unfortunately my target asset allocation has some asset types that have allocations that are not whole numbers - for example, emerging markets might be 6.75% of my total allocation.

However, the report seems to only allow entry for whole number percentages.

Am I doing something wrong - if not, perhaps an enhancement for a future revision?

[Mark]

Hi mdickson,

You aren't doing anything wrong, the percentages are limited to integer values. Thanks for the feedback, we can consider this for a future update.

[fiscalis]

HI Mark,

I'm just adding my 2 cents worth. If you could update the rebalancing targets to allow for 2 decimals it would be fantastic. My overall models are all whole numbers, but when I start slicing and dicing I end up with decimal values too.

THANKS.

[Mark]

Hi fiscalis,

Thanks for the feedback. We probably should have done it that way in the first place...