This is a small release to fix some minor annoyances.
- Make a copy - Create your copy!
- Documentation - Read all about it
Added
- Account Target Percentages (Holdings Tab) now default to Actual Percentage to minimize confusion.
- This will show no change in the “After Rebalance” graph, unless you decide to modify them.
- Once your holdings are entered you may manually update the holding targets to run "what if" scenarios. (i.e. "What if I reduce my bond fund percentage in Roth IRA and increase it in my 401K?"
Note: Just make sure your targets add up to 100% for each account (There is currently no validation for this)
Fixed
- After Rebalance totals were incorrect. They were not accounting for assets with multiple classes