Allocation Target List Dialog

 

This dialog is available from within the Report Settings Dialog.  When the report type is Rebalance, choose <Edit Allocation Targets...> from the "Allocation Target" dropdown.

 

Each of your defined allocation targets will be listed.  You can add, edit, or delete allocation targets by selecting it in the list, and pressing the New..., Edit..., or Delete buttons.  You can define as many allocation targets as you wish.

 

The Allocation Target Properties Dialog will be used to define an allocation target.

See Also

Allocation Target Properties Dialog

Rebalance Report

Export Rebalance Trades Dialog

 


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