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Establish Target Percent Allocations

Once you define target percent allocations, the initial investment is allocated automatically among the investment instruments through orders created to achieve the target percents.

To Set Target Allocations

  1. Select Model Setup from the Display Selector.

  2. Choose the model you want to fund, and click Set Target Allocations. The Rebalance window opens.
  3. Add ticker lines for each asset you want to include in the model.
  4. Specify the percent of allocation for each asset.
  1. Click Save Target %.

Next Step: Fund the model.

Important Disclosures