1. Click Other on the Navigation Menu and select Allocation from the dropdown list.
The Asset Allocation page is displayed.
2. Enter the USD amount in the Portfolio Size field.
3. Enter the tickers of the companies whose asset allocation you want to calculate in the Tickers field. They should be separated with commas or spaces.
4. Choose the preferred strategy for determining asset weights from the options listed in the Asset Allocation field.
5. Click Calculate Allocations.
The Asset Allocation page is displayed.
