Reporting on Asset Allocation can be found within the Portfolio Reporting section.
This shows the monthly performance of your portfolio when benchmarked against that of your chosen asset allocation theory. FOLIO provides a traffic light system to see a quick snapshot of how you are doing with each asset class.
Green = 'On Track' | Amber = 'Watch' | Red = 'Act'
Those that are Red may require action to rebalance the portfolio.
Clicking into a portfolio reveals the exact breakdown.
