Multiple goals & goal types
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Hayden Smith
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You can have multiple goals on Pearler.
Finbar Berkon
I see we’ve got multiple goals now, and Hayden said to start with assets be mutually exclusive. Eventually I’d like it if the same asset could be used in multiple goals. I would like to set up short term, medium term and long term goals on the same assets.
Hayden Smith
Hi everyone we will look to have multiple goals on the platform. However, assets will be assigned to them in a mutually exclusive way. E.G. You can assign half your wealth to one goal and half your wealth to another. This will be where we start. More will come in the future on this topic.
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Ashley Birrell
I have multiple accounts within the same login. Each account should have there own goal. Currently it is shared across all accounts.
Ian Moes
This would be great but please also look at assigning different assets/accounts to particular goals. Eg. I'd like to assign my investment portfolio assets to my FI goal, but assign a savings account towards my emergency cash goal, and then also track my progress towards my super number.
Hayden Smith
planned