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Allocation and targets

06/15/21

The Allocation vs. Target card allows you to compare the allocation breakdown of their portfolios/accounts to Target Models.

Click Portfolio > Allocation vs Target from the drop-down menu.

To expand a card, click on the title of the card and the card changes into Expanded view.

To collapse a card, click on the title of the card and the card changes back into Consolidated View, which is the default.