Multi-asset allocations

Is there a way to categorize multi-asset ETFs and mutual funds to distribute to the appropriate asset class?

Of course, just do it.*

[*]
In a first Step you have to create the taxononie you want to use.
Bildschirmfoto_2023-08-03_18-04-56

5 Likes

Thank you for your response. I’m trying to learn this wonderful program.

Best regards,

Leo