What is an Asset Group in PortfolioPilot?
An Asset Group is a way to organize a specific subset of your accounts or holdings into its own portfolio view - with its own risk profile, investment strategy, recommendations, and analysis - while still being part of your overall Net Worth.
Why use Asset Groups? Different parts of your portfolio often have different goals and time horizons. For example:
- Your 401(k) may need a conservative approach since you can't touch it for years
- Your brokerage account may have a more aggressive strategy for medium-term goals
- Your spouse's IRA may have completely different risk preferences
Asset Groups let you manage each independently instead of applying one strategy across everything.
How to create an Asset Group:
- Go to Track → Assets Groups
- Click "Set up Asset Group" and select which accounts or securities to include
- Set the risk preferences, investment goals, and any restrictions for that group
- Save - your new group now has its own Portfolio Score, recommendations, and analysis
Each Asset Group will have its own Portfolio Score, recommendations, and analysis. For a step-by-step walkthrough, see our tutorial here.
