Targets for accounts without automate enabled
planned
D
Daniel Barnes
There used to be a pie chart displaying Target percentages vs Actual percentages of shares. I asked Support chat why it was removed and they advise that it's now only available for accounts with active autoinvest set up.
It would be great if this feature was restored for accounts without autoinvest set up as I used it all the time to avoid having to pull out a calculator. Removing it seems like a regression. I have no desire to set up autoinvest as I prefer to invest manually but still need to view my target vs actual percentages.
Thanks.
Hayden Smith
planned
Hayden Smith
Merged in a post:
Easily edited investment Target %'s
Cameron Newlands
Feature request to allow for easily accessible and editable investment target percentages without having to go through the auto-invest function.
Hayden Smith
Merged in a post:
See portfolio breakdown percentage without using automate
Stephen Treloar
With the most recent updates to Automate, you can't see your percentages unless you have an Automate running. For someone who prefers to invest manually, yet still wants to see those percentages as a guide, this is now a major drawback. If this could be brought back, that would be great.
Hayden Smith
Merged in a post:
Target Portfolio setting
Damian W
I would prefer a way to set target portfolio, then be able to manually adjust wirhout having to utilise autoinvest option
Hayden Smith
Merged in a post:
Show % Allocation of Share Portfolio
J
JudeSchirmer
The automation feature is awesome, especially the fact that it let's you choose your target allocation, but there is no way to see what percentage one of my shares takes up in my share portfolio. It tells me my target allocation, and the % that my share portfolio makes up my net wealth, but how do I know that VAS is 40% of my share portfolio when you guys don't tell us!!
Please let me know if this is somewhere hidden where I can't find it, because it would be an amazing and incredibly helpful feature :)
Hayden Smith
Merged in a post:
Percentage goals and allocation
C
ChrisWright
As im building up positions in specific businesses i have a basic plan of allocation and i’d like to see how close i am to that allocation when i invest. At the moment I have to google spreadsheet this.
Stephen Treloar
Have found a temporary fix. Just set automate for a trillion dollars!
Stephen Treloar
I hope this makes sense!