Investment asset allocation

michaelhubbard

I saw a previous feature request for Simplifi to report and track asset allocation mix for investment categories such as large US equities, US short-term bond, emerging international, US treasuries, etc. Is this a backlog item? Is this a committed feature? The previous discussion item was closed without a conclusive answer.

Thanks!

Coach Jon

Hello @michaelhubbard,

Thanks for reaching out to the Community. I am unsure what previous post you are referring to, but we do have an active idea post that can be found here:

https://community.simplifimoney.com/discussion/933/investment-portfolio-allocations-with-graph-edited-1-merged-voted

Thanks,

Coach Jon