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Allocation Strategy

OPEN

Updates to the three options currently available in the automate feature. Currently have 'lowest share', 'rebalance portfolio' & 'Equal invest'. An option to specify a % or $ amount to multiple holdings would be ideal. Example being $1,000 total to auto invest; $500 (50%) to investment A, $200 (20%) to investment B, $150 (15%) to investment C and $150(15%) to investment D.

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Jake Rietschel.

28 May 2024

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