Target percentages
Add a target portfolio percentage and range to each holding.
Portfolio allocation tracker
Know what is above, below or on target.
Set target percentages for each holding, then use WealthSync to review drift, sector exposure, Monthly Review Hub status and overall portfolio balance.
Visual drift signals
Quickly identify holdings above, below or within target.
Review-ready allocation
Use the Monthly Review Hub to check whether missing targets or stale data could weaken your allocation review.
Make rebalancing easier to understand.
See allocation drift before it becomes spreadsheet work.
Start WealthSync