List of Allocation Targets

[ricbertsch]

Mark, is there a way to access a list of all of the allocation targets that we have created? We had a basic 7 models but then there are a quite a number of older client portfolios that had individual personalized models with allocation targets created in their name. Thanks

[Mark]

Hi ricbertsch,

Yes, create a Rebalance report, and from within the Report Settings dialog box, under the "Allocation Target" drop-down, select "<Edit Allocation Targets...>". You can see all of them there, and manage them from there.

[ricbertsch]

Thanks Mark. That I know but I probably was not clear. I wanted to be able to either print a list of them or right click, select all, copy and then print them.

[Mark]

Hi ricbertsch,

Sorry, there isn't a way to easily print them in a list format. You could either do a screen print, or you'd have to select each one and copy/paste one at a time into another document, like a text file, and then print that.