How to Edit Your Target Allocation

We hope this is not often but there maybe instances when you need to change your portfolio's target allocation. For example, you may have increased or decreased your appetite for risk or there may be a new stock you'd like to add to your portfolio.

Note: If you purchase assets on your broker's platform after setting up your target allocation in Passiv, you will need to add it to your target portfolio. You can then decide to exclude or include it in your target portfolio. If you do nothing, it will throw of your portfolio's accuracy and be sold if you have "selling" enabled when rebalancing.



Go to the Overview page of the portfolio you want to edit. Scroll down and click Edit Targets.


Then enter the percentage you want to allocate to each asset under Target.


When you are done click “Save” and that's it you're all set!