Back |
|
Highlight Rows Outside Target Allocation Min Max Range
Applies to: | ||
---|---|---|
Dynamic |
Client Portal |
By default, when you show the target allocation pie chart and an accompanying chart legend, the legend table doesn't indicate which securities are out of range. This setting allows you to mark out-of-range securities on the chart legend with an asterisk.
This setting allows you to mark on the table all the categories that are outside the target allocation range.
This setting is only available in PDF reports if you have already selected Show pie chart legend.
To add an asterisk next to securities outside of the target allocation range, select Highlight rows outside target allocation min/max range.
To not mark out-of-range securities specifically, clear Highlight rows outside target allocation min/max range.
Holdings Reports
Asset Allocation (PDF Dashboard only)
For more information on creating and using target allocations, see Target Allocations.
The following setting is related: