My Portfolio - Weight vs Target Weight
T
Technical Barracuda
Right now, the portfolio shows the allocation weight of each security. It would be great if, when we add a new position into our portfolio, if would allow us to enter our "Target weight". That way, in the "Exposure" tab, you would add a "Target Weight vs Actual Weight" section so we can quickly view which securities are due for a rebalance.
P
Primary Bobolink
Up voting this. Trying to figure out what needs to be rebalanced upward or downward and by how much is a time consuming task that I personally use a separate spreadsheet for. If I could just look in My Portfolio and see some columns that say Target Weight (which I would input) and Target Value (which would be calculated using the Target Weight), it would be so much easier.
Conor MacNeil
Hey Hector, the concept of a target weight is something which exists in Model Portfolios today, have you tried that feature before?
We have plans to introduce the richer exposure exhibits from Model Portfolios to My Portfolios in the near term.