Target Investments by Dollar ($)

When in the Customize Portfolio section previously ProStation only allowed advisors the ability to target asset allocation based on Percentage (%). Now it is possible to switch to Dollar ($).

  • The page default is percentage. Choose the "$" button to work in dollars.
  • In the Portfolio Diagnostic PDF (one-page) for the historical performance, the Initial amount will be based on the amount invest (% option) or the total amount of the holdings ($ options) depending of the option selected.