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Set a target allocation

Tell Moneyta your ideal mix and we'll track how far your portfolio has drifted from it. The drift panel on your dashboard is the fastest way in.

  1. 1

    Open the drift panel

    On your dashboard, find the Drift panel. If you haven't set a target yet, it shows a 'Set a target allocation' call to action.

  2. 2

    Enter your target weights

    Set the percentage you want in each asset class or position. Moneyta compares your live weights to the target and shows the drift.

  3. 3

    Track drift over time

    As prices move, the drift panel highlights positions that have wandered past your threshold so you know when to rebalance.

Go to your dashboard →