Use the steps below to classify your unclassified holdings using a representative sample of other holdings/tickers.
- Click on the ‘Investing’ tab and click on ‘Allocations’.
- If you have holdings that can be manually classified, you will see a 'Manual Classification' button - click this button to proceed. (You can also click on the ‘Unclassified’ section in the holdings table, and click on ‘Classify’ next to the holding you want to edit).
- Select the holding you wish to classify by clicking on 'Add' for the specific holding.
From there, take the following steps to classify holdings as a mix of other holdings:
- Click on ‘Enter a securities mix to represent the allocation of this holding’.
- Enter the ticker for the first representative security and the percentage of this security within your holding. If there are multiple securities that make up your holding, click on ‘Add Security’ until the total equals 100% across all representative securities listed.
- Click 'Save'. We’ll pull in the asset class data and weight them to represent the asset allocation of your holding.