Organize a portfolio by investment mix.
Allocation & review
Managed portfolio tracking
Your target. Your holdings. In view.
Track a model allocation, risk profile, and portfolio changes.
Recorded mixTarget mixReview
Keep goals and risk preferences alongside the account.
Follow recorded changes and rebalance activity.
Managed portfolio trackingIllustrative view
Allocation
Organize a portfolio by investment mix.
Give each part a purpose
60 / 40
An illustrative equity and bond mix.
The details behind the picture
EquitiesIllustrative target weight
60%BondsIllustrative target weight
40%Allocation totalWeights, not a return
100%Illustrative amounts. No accounts connected or money moved.
A tracking account does not by itself establish discretionary investment management, brokerage custody, or a regulated advisory engagement. Read disclosures
Managed portfolio tracking / A closer look
See the difference before the decision.
Compare an illustrative recorded mix with a target allocation. Tracking is not investment management.
AllocationRisk profileReview history
Managed portfolio trackingIllustrative example
Recorded mix. Target mix.
Compare an illustrative recorded 50/50 mix with the target you set below. No rebalancing is submitted.
Recorded example50% equity / 50% bonds
Equity allocation60%Bond allocation40%
Allocation total100%
Equity target differs from the recorded example by 10 percentage points.
Illustrative percentages only. No return estimate or investment-management agreement.
From here to your account
A clear path forward.
Bring your target allocation and recorded holdings into the same view. Review how the portfolio compares with your plan and keep the history of changes close at hand.
Continue with Managed portfolio tracking- 01
Review account eligibility
- 02
Set your risk profile
- 03
Review allocation
- 04
Track changes
A little more clarity
Good questions.
Straight answers.
Does this appoint ZetNode as my investment manager?
No. Tracking a managed portfolio does not by itself create an investment management agreement. Any such service requires separate written terms.
Make room for what comes next
Make your next move a considered one.
Your accounts, your records, your next conversation. Start with the full picture.