Set the mix you want, we name the trade
Say you want 30% in USD or 20% in technology. The card shows how far you have drifted and the amount to buy or sell to close it.
Knowing your portfolio is 41% US technology is interesting. Knowing you meant it to be 25% is useful.
Pick any bucket you already see in your allocation charts, name the share you want, and the card tracks the gap.
What you can target
- A category, like stocks or cash.
- A currency, a country or a region.
- A sector or industry.
- A single holding.
Targets are allowed to overlap
A US technology share counts toward a USD target and a technology target at once, so your targets can add up past 100% without anything being wrong. The card shows you which targets draw on the same holdings.
Each target carries a tolerance band, so normal market drift does not turn the whole card red.
There is a Use my current allocation button if you would rather start from where you already are than from a blank list.
