How can I see my portfolio's allocation?

There are two ways to get to the Portfolio Allocation pie chart. 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 links Insight Panel help documentation for more information

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


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