Dear All,
I am trying to build a custom taxonomy with target allocations for a set of ~40 securities across 5 taxonomy categories. I am able to set the target allocations of the top-level allocations (e.g. equities, cryptocurrencies, commodities) which is a start. But I am unable to set the target % of individual holdings within a category (e.g., Sprott’s gold 75%, Sprott’s silver 25%). Is this feature not implemented or am looking in the wrong place for this functionality? I thought it would either be part of the taxonomy definition page or the taxonomy rebalancing page, neither of which seem to have an editable target allocation except at the folder levels of the tree.
Thanks!