How do I classify holdings by providing 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. Click on ‘Enter the percentage of each asset class’

 

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. 

 

3. 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

4. Click Save.

If you have additional questions, please contact support@personaclapital.com

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