Allocation/Rebalance

[billroot]

Any chance that you might consider having an Investment Allocation/Rebalance report similar to the present Asset Allocation/Rebalance Report?

[Mark]

Hi billroot,

Are you asking about the 2 different reports:

Asset Allocation
Rebalance

? If so, you can create both of these for the "Investment Type" attribute. Is that what you mean by "Investment Allocation"? Maybe you can clarify what you're looking for?

[billroot]

I would like to be able to have a report allocate/rebalance report for every investment stock. This would let me see when a stock gets to be too large a percentage of a portfolio due to growth and I can trim back to get it back in line with a target % of the portfolio

[Mark]

Hi billroot,

You can create just a simple "Portfolio Value" report, and "List By" "Investment". This will give you a percentage of each investment in the portfolio.