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Target Percentage
This setting allows you to set the target allocation for a substitute security.
When using substitutes, be aware that:
By default, each security appears grayed out on the first line as its own substitute with a goal percentage of 100% and a rank of 0. If you add additional substitutes, the sum of all Target (%) fields must add up to 100%.
If a non-restricted substitute security has a target percentage of 0%, that security will not be purchased unless another higher-ranked security with a target percentage greater than 0 is restricted from being purchased.
For more information on security substitutes, see Security Substitutes.
For more information about maintaining securities, see Maintain Securities.
For more information about using securities, see Learn More About Assets, Liabilities, Securities, and Categories.