The Pearler platform provides features for managing portfolio targets and automation targets separately. Using the Pearler dashboard efficiently enables better portfolio management with tailored investment views, providing options to update targets, filter asset views, and adjust total net worth displays.

You are able to choose how you'd like your categories and assets shown and are able to see performance figures and more for each category.

To customise how each category is displayed, click on the category and then the pencil icon to edit that category's name and display colour.

For dashboard portfolio targets, this can be set up once you click on each category heading.

Then, if you want to move assets to a different category, you can click on an asset > pencil icon > Move. If all assets have been moved out of a category, that category will be automatically removed.

You can also rearrange the order of the categories, remove the overall net wealth altogether and more via your Settings > Customisation page.