Investment Goal

[ThosRM]

Currently, Investment Goal can be specified for each investment in a portfolio and the portfolio investment goal is extracted from the investments. This creates a problem since investments in the same portfolio can have different goals. I request that each portfolio have its own investment goal, which may or may not be the same as the goals of each investment in the portfolio. Thanks.

[Mark]

Hi ThosRM,

Investment goal at the sub-portfolio is not really utilized in any way today. When you report or graph by investment goal this information comes from the investments, and that is used for determining the performance/value/etc of each goal.

[ThosRM]

Investment Goal may not be used at the sub-portfolio level but it is certainly displayed as such. So, my request is to specify a sub-portfolio investment goal so that the goal that is displayed in the editor will be correct. Thanks.

[Mark]

Hi ThosRM,

Okay, understood, thanks for the feedback.