How do I monitor my asset allocation?
Look for your asset allocation graph in the Investing Center on the Analysis tab.
Customize for your goals
You can customize the monitor on the Investing tab to include only the relevant accounts or securities for a particular goal. For example, the Current Asset Allocation can include only accounts earmarked for retirement.
Keep your portfolio up to date
The monitor is only meaningful if your portfolio is current and the asset classes are correct. (A mutual fund can change its asset class mix quite a bit over time!) To stay current:
