Target weightings
Feature request It would be good to apply a target weighting of a holding and get some alerts when you are under or over target, and some details about how much over you are in terms of $$ or units on the target. Area (pick one) Chosen area: Portfolio Why does this matter? It helps to manage portfolio weightings over time and provides data on how to remediate towards a target weighting. It also would tie into your goals (where you can configure a weighting already, but I can't see that anything else is done with that number). What should it look like? Probably just a table of data like the "holdings" table under portfolio, but with configurable target weightings and then calculations on dollars or units over or underweight. Example (optional) 1. 2. 3. Extra details (optional) Links, screenshots, examples: