I created a portfolio tracker that combines multiple separate investment accounts into one spreadsheet.
In the Allocation Dashboard, the allocation is shown correctly for the entire combined investment portfolio and allocation,
However, in the Holdings section, the Target Allocation appears to be shown within each individual account, rather than as the percentage of each fund across the entire combined investment portfolio.
Current behavior:
The Allocation Dashboard reflects portfolio-wide allocation correctly, but the Holdings view shows target allocation at the account level.
Expected behavior:
In the Holdings section, when select to show the entire accounts, the Target Allocation should show the percentage allocation of each fund relative to the entire combined investment portfolio, not just within the individual account where the fund is held.
Here is the example.
Current . Total allocation shown as 192.76%
Expected the total allocation to be 100%
I created a portfolio tracker that combines multiple separate investment accounts into one spreadsheet.
In the Allocation Dashboard, the allocation is shown correctly for the entire combined investment portfolio and allocation,
However, in the Holdings section, the Target Allocation appears to be shown within each individual account, rather than as the percentage of each fund across the entire combined investment portfolio.
Current behavior:
The Allocation Dashboard reflects portfolio-wide allocation correctly, but the Holdings view shows target allocation at the account level.
Expected behavior:
In the Holdings section, when select to show the entire accounts, the Target Allocation should show the percentage allocation of each fund relative to the entire combined investment portfolio, not just within the individual account where the fund is held.
Here is the example.
Current . Total allocation shown as 192.76%
Expected the total allocation to be 100%