Asset Allocation problem

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JIM MOCABEE
JIM MOCABEE Member ✭✭
in Investing (Windows)
I customized my asset classes for some securities, however the Allocation Screen does not recognize the class that was created. Example, I set a bond as a domestic bond but the allocation screen places it in Other instead of the asset class it should go to....

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  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    The Allocation Guide and the Rebalance portfolio features were not updated for the custom asset feature.
    If this what you are looking at you will have to do the calculations manually.

    On the other hand, your custom asset should show up on the main Asset Allocation view like this example.

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