Currently we can organize the portfolio based on different criterias on Allocations, and Rebalance based on the target allocations defined.

We should have the ability to define the target allocations also for Combined Portfolios separately

5 votes

2026 © AllInvestView

Twitter YouTube Reddit Feature Requests Support Pricing Help

Support email: support@allinvestview.com

Free Trackers · Dividend Apps · Tax Reporting · UK · Australia · Germany · Guides

Data disclaimer: AIV (AllInvestView) assumes no liability for the information presented. Users are encouraged to exercise caution and carefully consider the accuracy, completeness, and relevance of the information provided.

It's important to remember that our website should complement your independent market research rather than replace it. The past performance of assets should not be regarded as a guarantee of future results. AllInvestView is not a registered investment advisor or broker/dealer, and the information presented here is for educational and informational purposes only. We value your trust and are committed to providing you with valuable market insights while emphasizing the importance of responsible decision-making in your investment journey.

Ability to have Allocations & Rebalance also for Combined Portfolios

Discussion (1 comment)