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Goals for Portfolio Groups
Expected Behavior Goals can be created for Portfolio Groups, similar to an individual portfolio Current Behavior Add Goals interface appears, but "Add Goal" button silently fails Possible Solution Enable goals to be created for Portfolio Groups, similar to an individual portfolio Steps to Reproduce 1.Select a Portfolio Group Fill out Goal (Name, Values & Dates) Select Add Goal No goal is created Context (Environment) Goals assigned to Portfolio Groups can be used to create goals that reflect e.g. total investment across assets that may be in different portfolios for e.g. taxation/tracking purposes, but still contribute to an overall wealth/investment goal.