How can I see my portfolio's allocation?

There are a few ways to get to the Portfolio Allocation. Portfolio Allocation is available under the Portfolio Manager window under the Allocations tab. See the following link Viewing Allocations help documentation for more information.

One way is to select Portfolios in the Navigation panel, then highlight the row of a portfolio in the Table. The Summary tab of the Insight panel will then display the Portfolio Allocation pie chart for that portfolio. See the following link Insight Panel help documentation for more information

The second way is in Rebalancing facility, selecting the Portfolio Allocation tab. See the following link Rebalancing Facility help documentation for more information.


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