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The Wealth Portfolio Dashboard is your home base for indications of portfolio construction, monitoring portfolio drift, and revision decisions.
Revise and optimize toward your target asset allocation
Automatic data checks that help you manage your reference data so that it is ready to take advantage of Ripsaw® Wealth Tools. This is part of the Ripsaw® Notifications feature. Here you will also see news, information, and alerts.
Portfolio benchmark deviation indicators help avoid drifting too far away from your objectives.
Assets and liabilities can also be added and modeled manually.
Compare the changes in value of each of your portfolio holdings with that of your customized benchmark as a source of performance attribution.
Monitor market movements and volatility