Investment Allocation

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No investment strategy will be perfect for everyone; we all have different lives, plans, and goals. One important way you can adjust your investment strategy to meet your goals is to adjust the allocation of your investment types.

That’s why the Investment tool includes an Allocation tool that gives you a simple visualization of your current allocation, allowing you to understand your investments and adjust them as necessary.

    1. Navigate to the Investments tab.
    2. Click on the Allocation button on the top left.

    The allocation wheel will appear on the left, with a list of investment categories on the right.

    1. Navigate to the Investments tab.
    2. Click on the Allocation button on the top left.
    3. Click on a piece of the investment wheel or an investment category from the list on the right.
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    A list of the holdings in that investment category will appear on the right and a second wheel will appear on the left showing the breakdown of each holding.

You can view your allocated holdings in terms of dollar amounts or as a percentage of your total investments. The default is dollars.

    1. From the Allocation view, click the % button on the top right above the list of holdings types.
    2. Click the $ button to return to dollars.
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By default, all your connected investment accounts are included in the investment wheel. You can, however, choose which accounts to display.

    1. From the Allocation view, click on the Filter Accounts dropdown menu at the top.
    2. Check each of the accounts you want to include in the investment wheel or check "All" at the top of the list to display all accounts.

Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this guide will apply to your MoneyMap experience.

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