2 questions on portfolio allocation

[MickeyJ]

Hi,

I would like to ask about the portfolio allocation section.

Is it possible to also classify the cash portion of the portfolio as cash? Right now it sits under the name, unclassified and I am unable to change it.

Also would like to ask if there’s any opportunity to enhance this feature to monitor target portfolio allocations?

Let’s say I have a target of 80% stocks and 20% bonds. If the current allocation crosses the tolerance band that I have configured for this portfolio, I will get an email notification to go rebalance it.

Thanks.

[evankoh]

Hi there,

@MickeyJ

Is it possible to also classify the cash portion of the portfolio as cash? Right now it sits under the name, unclassified and I am unable to change it.

Ya. I think I did not handle that.

@MickeyJ

Also would like to ask if there’s any opportunity to enhance this feature to monitor target portfolio allocations?

I think this came up a few times.

Can you create two separate request for the above suggestions? → StocksCafe

Thanks,
Evan