Establish Target Percent Allocations
Instructions
Once you define target percent allocations, the initial investment is allocated automatically among the investment instruments through orders created to achieve the target percents.
To Set Target Allocations
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Open the Advisor Setup tool from within Mosaic or Classic
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Select the Models tab and select the model you are looking to update.
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Click Set Target Allocation.
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In the Set Target Allocation window, specify the target percent of allocation for each asset. Ensure that the total Target % equals 100.00%
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If you do not have any positions in the model currently, you may add the positions by clicking on the row below "Total Cash" and enter the ticker symbols.
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Click Save Targets. The Target % numbers will highlight in blue indicating that this has been saved.
Next Step: Fund the Model
Additional Resources
Learn About Model Portfolios in Trader Workstation at IBKR Campus