I am familiar with how to use the new allocation feature as I was able to successfully set it up for my cryptocurrency portfolio.
When I attempt to do the same for custom assets, it behaves buggy; on the screen itself, the new allocation seems to be successfully saved as I was able to drag & drop and equalize. However, upon refreshing the page everything reverts to being under one allocation i.e. the original Custom and the new allocation disappears.
I want to be able to successfully setup new allocations for custom asset types similar to how I can for stocks/equity asset types.
When I move assets from the "Custom" allocation to a new allocation that I create or to any other pre-existing allocation I get a "Failed to save" error
Thanks for raising this issue, it has been fixed. Now we can set up the allocations for custom assets similarly to equity, bond and cash!
Cheers!
Leave a Comment