Assets

The Assets page is where you can manage the target allocations for your assets, create new assets, update exisiting assets, or delete existing assets.

Updating target allocations

Select an Asset class to display its assets.

To change a target allocation for an asset, expand the asset, then use the slider and/or the buttons to adjust the allocation.

tip

As you adjust allocations, the progress bar at the top helps you keep track of how much is currently allocated/unallocated.

Update allocations as needed, then choose Save when done. You can undo pending changes by choosing Undo.

Managing assets

To create a new asset, choose New asset at the bottom of the list. On the asset creation page, fill the required data then choose Create.

To update an existing asset, expand the asset, then use settings icon on the sidebar.

You can delete an existing asset by editing it as explained above, then choosing Delete.

note

Note that deleting an asset will automatically delete all its associated positions.

Parameters

Select an Asset class, if not already selected.

Select a Market:

• security market
• commodity market
• crypto market
• currency market
• custom market

Lookup a Symbol in the selected market, then choose one of the matching results.

note

When creating a Custom asset, the Symbol is a currency symbol in which the custom asset is to be denominated. You can then directly enter the value of the asset in that currency on the Positions page.

The Name will be filled with the default name for the chosen symbol (except for Custom assets). You can customize it if you wish.

Check Ignore if you do not want to include this asset in your portfolio allocations.

note

When Ignore is checked:

• the asset will be ignored in the Allocations, Deviations, Buy to rebalance and Sell to rebalance cards
• you can still add positions for this asset, including short positions for assets in the Currency market
• the asset and its positions will be taken into account in the Leverage and Valuation cards

tip

The Ignore setting can be useful for assets you have no control over (e.g. life insurance, locked retirement plan) but you still want to account for. It can also be useful to account for debt (e.g. margin accounts).