The Strategy page now gives investors a clearer view of portfolio targets before they act on drift.
Targets can be reviewed by instrument, risk type, and asset category, making it easier to see whether the portfolio plan is complete.
Target allocation coverage
The overview shows how much of the strategy is allocated and whether the active targets add up to 100%.
Risk and category views
Allocation charts summarize the strategy by risk type and category, so bonds, funds, ETFs, crypto, and cash can be reviewed as part of the same plan.
Rebalancing readiness
If targets are missing or overallocated, the page explains what needs attention before advisory rebalancing suggestions are used.