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Allocation Percentage

gtwertgtwert
in Excel Workbook
Is it possible to apply an allocation percentage to a symbol similar to how you can apply a sector/sensitivity percentage to a symbol? For instance say you hold a mutual fund that holds 25% large-cap US, 25% mid-cap US, 25% small-cap US, and 25% international stock. You have to choose only one of those allocations for 100% of the funds.

Thanks

Comments

  • VidasMatelisVidasMatelis
    Hi,

    Sorry, at this point this is not supported - at this point one symbol is assigned to one allocaqtion.
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