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Asset allocation for ETF's

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davestirling1

Apr 28, 2021 @ 05:27 PM

Greetings

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 Apr 28, 2021 @ 06:28 PM

   

   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

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

   

   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.

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

   

   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.

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