Setting Portfolio Goals

Portfolio goals are entered in the Goals dialog box.

You can choose one of the following goal setting options:

• Define goals for all the available options: a total portfolio goal, a bucket's Sum goals, and a bucket's balance goals.
• Define goals only for the bucket's balance. In this case, the portfolio will not have a total goal and the bucket will not have Sum goals.
• Define only a total goal for the portfolio. In this case, buckets will not have goals.

Portfolio goals can be set for maps in which the x-axis category uses a value list or numeric or date values, as described in the following sub-sections:

• Value List Variable for X-Axis describes how to set goals for an Investor map in which the x-axis category uses a value list.
• Numeric or Date X-Axis describes how to set goals for an Investor map in which the x-axis category uses numeric or date values.