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Account Specific Target Allocations

I would love to have the ability to set target asset allocations for specific accounts, as opposed to only being able to set one target for an overall portfolio consisting of multiple accounts.
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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    This would be most useful IMO if there was a way to set different targets for groups of accounts, not just for the whole portfolio or individual accounts.

    For example I have different targets for taxable accounts, traditional IRAs, and Roth, and for the portfolio as a whole.

    But it is hard to think exactly how you would set it up. 
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  • Quicken Anja
    Quicken Anja Moderator mod
    Hello @sadalessandro,

    Thank you for taking the time to visit the Community and post your Idea request.

    Ideas are reviewed by our Development and Product teams to see what features people would like to have available in the future. This way other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).


    Please, be sure to add your own vote as well.

    -Quicken Anja
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