Moflow
Open Moflow

Set your target asset allocation

Set the mix you want across asset classes. Moflow shows how far each drifts.

  1. Open Allocation. Under Asset class, select Set targets or Edit targets.
  2. Type a percent for each class, or select Split evenly. The mix must add up to 100%.
  3. Set the Drift tolerance, or keep the default 5%.
  4. Select Save targets.

Each class then shows its target and how far above or below it sits.

AllocationWhere the money actually sits