New feature: New
Build your own target from any mix
Combine countries, currencies, sectors or single assets into one target with your own name, like North America at 40%.
A target used to name one thing: USD, Technology, one stock. Your plan might be bigger than that, like 40% in North America.
Now you can build it. Pick the United States, Canada and Mexico, call it North America, and track it as one target.
How it works
- In Add target, tap Combine several into one target.
- Pick from any tab: countries, currencies, sectors, categories or single assets.
- Name it and see its share of your wallet before you add it.
- It gets the same bar, band and buy or sell amount as any other target.
A holding that matches two of your picks counts once, so a US stock in dollars is never counted twice.