Completed

:bulb:

Bond Allocation and Location

When you define a portfolio-wide bond allocation in Plan Settings > Bonds, you can now choose whether it should be distributed evenly across accounts, or if certain accounts should receive more bonds than others.

You can also now define a custom bond allocation for each account to override the portfolio-wide allocation in specific cases. The simulation engine will still do its best to work around this and achieve the portfolio-wide target allocation.

Added 1-click plots for Portfolio Allocations to help visualize the effects of applying different portfolio-wide or account-specific bond settings.

Added Account Allocations section to the yearly summary pane, with the ability to plot the breakdown for each account individually.

0 votes

Tagged as New feature

Created 03 February by Kyle Nolan

  • Sign in to comment. Sign in by email
  • 03 February Kyle Nolan created this task

  • avatar

    I would like some way to compare if it makes sense to hold municipal bonds in taxable vs. treasuries vs. regular bonds (since they have different tax treatment). Right now I can’t do that because if I adjust the return down for bonds it also affects any bonds held in the tax-advantaged accounts.

    07 February