Portfolio Professional - U.R.M. Powered Software by Sironix

Screen Shot - Target asset mix calculator
The target mix calculator can be used to establish a target asset allocation mix for each portfolio. A row is displayed for each category. The rows includes the value and the percentage of the total value for each category. You can enter target mix percentage values directly or use the spin box arrows to increase or decrease the values incrementally.

The Show Transactions option allows you to display a window listing the transactions required in your portfolio to achieve or restore the target asset mix. All of your current holdings in each category are also included in the display. At any point in time, this screen can be used to track how far your portfolio has deviated from your target mix.

Screen Shot

(the above screen is just a picture - it is not operable)

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