Classify Holdings Using the Percentages for Each Asset Class

Use this method if you want to classify the asset mix of this holding by entering the portions that are stocks, bonds, cash, and more. If you want, you can even enter detailed allocation data like large cap stocks or municipal bonds. Use the steps below to classify your unclassified holdings using asset mix.

  1. From your Personal Capital Dashboard, select "Allocation" from the Investing drop down menu
  2. If you have holdings that can be manually classified, you will see a "Manual Classification" button- click this button to proceed
  3. Select the holding you wish to classify from the next screen by clicking the Add button for the appropriate holding

From there, select Method 2:

 

Click on the text box next to the asset class and enter the percentage of each asset class in this holding. Note that the percentages of the different asset classes have to add up to a 100. 

 

By default, the detailed allocation data will be split evenly across all categories and sector data (U.S. Stocks only) will be set to unknown but you can edit the percentage in the respective sections and click Save.


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