Target allocations is a great way to meet your allocation targets within your portfolio. For example, if you have 2 holdings which you wish to set at exact ratios, let’s say 70% and 30%, this can be a tedious task to keep track and calculate each and every day to make sure you’re not deviating from your plan – image doing this for 30 different holdings every day.
With our Target Allocation feature, this is a completely automated method and requires no manual calculation from your end. You only need to configure the target allocation and it will automatically show you the difference from the current allocation in terms of %, money cost and even quantity.
