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Investment Allocations[ Message Board ] [ Archives ] [ Search ] Posted by Roger Miller on March 12, 2007 at 10:39:11: I would like to have updated risk ratings and investment goals on each of my funds so I can see allocation in one pie chart for my portfolio. The problem I'm seeing is that when I go to edit / investment properties / Asset type, I can put in the type (i.e. large blend) and then I put in 100%, because I'm referring to the investment's overall category. What happens is that this then applies it to the portfolio and not the investment. Do I have to go in and enter the what percentage this investment is of the portfolio? That seems counter intuitive to me, since I entered via 'investment properties' Either I'm thinking wrong, or just going in through the wrong door, but can you set me straight as to the procedure to get each individual investment's risk rating and investment goal entered, so I can then go to graphs and pull up a pie chart and see my allocations in one picture? Great software, by the way.
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