Setting Custom Investing Style Input

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Gm8VzoU8yRocC7UcWDGE
Posts: 3
Joined: Sun Sep 03, 2023 7:07 pm

Setting Custom Investing Style Input

Post by Gm8VzoU8yRocC7UcWDGE »

When I select Investing Style - Custom, no dialog comes up for me to input the custom investing style I want (ie: breakdown for stocks, bonds, intl)

I've checked every place in the app, the Help, FAQ and this forum and haven't found anything that explains *where* I input the data for my custom investing style settings. Where can I find this?

Thank you.
jimr
Posts: 824
Joined: Thu Feb 28, 2008 6:48 pm

Re: Setting Custom Investing Style Input

Post by jimr »

When you set the investing style to custom, the "Return - Average" and "Return - Std Dev" input fields below become active and can be edited directly based on the expected return and standard deviation of your portfolio.
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