Asset allocation for ETF's

davestirling1's Avatar


28 Apr, 2021 05:27 PM


I own several ETF's which cover many different sectors of the market. For instance, one ETF holds 57% Financials, 20% Energy, 10% Industrials, 7% Consumer Staples and 6% Technology.

I know for each security you can select the type of security, however in the sub-type you can only select one. Is there a way of using multiple sectors for the sup-type? If not could this be considered a suggestion for future versions.

Thank you

  1. 1 Posted by derekkent23 on 28 Apr, 2021 06:28 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi davestirling1

    Under SECURITY DETAIL tab – EDIT SECURITY – Subtype EDIT then + you can add your own sub type to the list and use that.

    Hope this helps

  2. 2 Posted by davestirling1 on 28 Apr, 2021 06:58 PM

    davestirling1's Avatar

    Thank you for your response

    I don't think you understand what I'm asking. I know that I can add my own
    sub type, but I cannot assign multiple sub types to one stock. What I am
    asking for is to be able to say break down the sub types into percentages
    of how much is allocated. As I said, many ETF's have 8 or 9 sub categories.

  3. 3 Posted by derekkent23 on 28 Apr, 2021 07:05 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi davestirling1

    No, what you want to do is not a current feature.
    Perhaps raise it in the Suggestion section.

    Have Fun, Stay Safe.

  4. System closed this discussion on 28 Jul, 2021 07:10 PM.

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