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See individual account asset allocation.

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(@jj_ejm009_jj0)
Eminent Member Customer
Joined: 2 years ago
Posts: 19
Topic starter  

When selecting overall asset allocation (Mode 2) how does one see the resulting allocations per account. You can specify target and priority but only the global allocation is shown in tabular results.


   
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(@smatthews51)
Member Admin
Joined: 4 years ago
Posts: 709
 

James,

The allocation per account isn't shown anywhere; however, this is one of the enhancements being implemented in PRC2023.

Stuart


   
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