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use a security as asset allocation benchmark?
I'd like to use a target date retirement fund as a benchmark for the asset allocation tool. Is there any way to set a ticker symbol and have the allocation automatically update as changes occur in the target date fund?
You must set your target allocation manually.
But if you hold the benchmark fund or it is in your Watch list and Download Asset Class information is set in the Security Details, the security's asset allocation will be downloaded each time the quotes are updated and you can easily check to see if it has changed.
-- Jim QWin Premier subscription