Investment screen: Add Asset Classes or Risk Styles
Add column for asset class or risk style so that each investment can be classified. Then create a pie chart showing the "allocation". Do not do any optimization but just "report" the % allocation among asset classes specified by user.
18
votes
Admintorrid
(Admin, Torrid Technologies)
shared this idea
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Coupis81 commented
Interesting! In the morning, read about Claim Settlement Ratio on https://www.goodmoneying.com/claim-settlement-ratio-2016-17/ and thought of considering it before opting for any plan and coming across this informative post is like a cherry on top. Want to collect as much information as possible for all of this.