How to set target allocation for my portfolio to get rebalance suggestions?

On the dashboard, click on the donut chart > Right below the chart you will see the table that shows the actual values and percentage allocation > Set the target allocations on the ‘Target’ column > if they are not matching, you’ll instantly see the tips to rebalance next to it.

On the Recap reports > click on the chart icon to see the charts powered by the report > Right below the donut chart you will see the table that shows the actual values and percentage allocation > Set the target allocations on the ‘Target’ column > if they are not matching, you’ll instantly see the tips to rebalance next to it.