Pie chart of target asset allocation?

[chancee]

Is it possible to create a pie chart out of your target asset allocation? And then compare that side by side with a pie chart of your current asset allocation? Thanks

[Mark]

Hi chancee,

This isn't a feature built into Fund Manager, but you could set up a hypothetical sub-portfolio, create an investment, and assign it to the targets you want. You could then create a pie chart for this sub-portfolio, and also one for your actual sub-portfolio.

I know you asked about pie charts, but just wanted to make sure you were aware that there is also a "Rebalance..." report where your actual allocation can be compared to your target allocation, numerically.

[chancee]

Thanks, Mark. I'll give that a try, that sounds like it should work. One other question... is the process of creating the asset allocations completely manual? Is it possible to have the asset allocations of mutual funds automatically updated from someone like Value Line, etc?

[Mark]

Hi chancee,

Yes, this is a manual process. Fund Manager cannot "retrieve" this information from any online source for you. You can either enter it manually, or there is also an import command if you have it in some electronic format. See "File / Import / Other / Asset Type...".