\\n\\t\\t\\t\\t\\t\\t\\t\\t\\tThese options allow you to precisely control how the autopilot trading functionality will operate for this account.\\n\\t\\t\\t\\t\\t\\t\\t\\t
\\n\\n\\n\\n\\n\\t\\t\\t\\t\\t\\t\\t\\t\\n\\t\\t\\t\\t\\t\\t\\t\\t\\tThese options control how the balancer approaches the re-allocation of this scenario through recommendations.\\n\\t\\t\\t\\t\\t\\t\\t\\t
\\n\\n\\t\\t\\t\\t\\t\\t\\t\\t\\n\\t\\t\\t\\t\\t\\t\\t\\t\n\t\t\t\t\t\t\t\t\tThese options control how the balancer approaches the re-allocation of this scenario through recommendations.\n\t\t\t\t\t\t\t\t
\n\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n Are you sure you want to delete this scenario? All allocations and positions will be permanently removed. This action cannot be undone.\n
\n\n Pending Deletion:\n
\n\n {{data.name + ': ' + data.description }}\n
\n\n Sharing this scenario will make your scenario public and generate a sharable URL. All of your positions, including dollar amounts, will be visible.\n
\n\n You may make this scenario private at any time in the future.\n
\n\n\t\t\t\t\t\t\t\t\t\t\t\t\tSector\n\t\t\t\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\tYou\n\t\t\t\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\tIndex\n\t\t\t\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\tDiff\n\t\t\t\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t{{ sector }}\n\t\t\t\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t{{ decimalPercentFormat(values.currentWeight) }}\n\t\t\t\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t{{ decimalPercentFormat(values.sectorWeight) }}\n\t\t\t\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t{{ decimalPercentFormat(values.diff) }}\n\t\t\t\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\t\t
Resyncing with TD Ameritrade...
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\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\tSymbol\n\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\tAction\n\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\tShares (Total)\n\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\tCorrected Value\n\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\tAllocation Change\n\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\tTarget\n\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
\n\t\t\t\t\t\t\t\t\t\t {{ record.symbol }} \n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t{{ record.stock_name }}\n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t{{ checkLength(record.stock_name) }}\n\t\t\t\t\t\t\t\t\t\t\t\n\n\t\t\t\t\t\t\t\t\t\t \n\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\n\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t \n\t\t\t\t\t\t\t\t\t\t\t\t \n\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t{{ record.action }}\n\t\t\t\t\t\t\t\t\t\t\n\n\t\t\t\t\t\t\t\t\t
| \n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t \n\t\t\t\t\t\t\t\t\t\t\t +{{ moneyFormat(record.total_cash_from_sales) }} sale of stock \n\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t -{{ moneyFormat(record.total_spent_on_purchases) }} purchase of stock \n\t\t\t\t\t\t\t\t\t\t {{ roundTo(record.shares_delta) }}\n\t\t\t\t\t\t\t\t\t\t\t @ ${{ record.last_share_price }}\n\t\t\t\t\t\t\t\t\t\t\t ({{ roundTo(record.final_shares) }})\n\t\t\t\t\t\t\t\t\t\t \n\t\t\t\t\t\t\t\t\t | \n\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t \n\t\t\t\t\t\t\t\t\t\t\t{{ record.stock_name }}\n\t\t\t\t\t\t\t\t\t\t\t \n\t\t\t\t\t\t\t\t\t
| \n\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t {{ moneyFormat(record.new_market_value) }}\n\t\t\t\t\t\t\t\t\t\t \n\t\t\t\t\t\t\t\t\t | \n\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t{{ decimalPercentFormat(record.current) }} ➡ {{ decimalPercentFormat(record.new_percent) }}\n\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t{{ decimalPercentFormat(record.target) }}\n\t\t\t\t\t\t\t\t\t | \n\t\t\t\t\t\t\t\t
\n Symbol (Shares)\n | \n\n Target\n | \n\n Current\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t \n\t\t\t\t\t\t\t\t\t\tRepresents the current weight of each asset relative to the rest of your portfolio based on your position and the current stock price. \n\n\n \n\t\t\t\t\t\t\t\t\t\tColors approximately represent the primary sector each asset belongs to. Gradients represent the top two represented sectors. \n\t\t\t\t\t\t\t\t\t\t Communication Services \n\t\t\t\t\t\t\t\t\t\tConsumer Discretionary \n\t\t\t\t\t\t\t\t\t\tConsumer Staples \n\t\t\t\t\t\t\t\t\t\tEnergy \n\t\t\t\t\t\t\t\t\t\tFinancials \n\t\t\t\t\t\t\t\t\t\tHealth Care \n\t\t\t\t\t\t\t\t\t\tIndustrials \n\t\t\t\t\t\t\t\t\t\tInformation Technology \n\t\t\t\t\t\t\t\t\t\tMaterials \n\t\t\t\t\t\t\t\t\t\tReal Estate \n\t\t\t\t\t\t\t\t\t\tUtilities \n\t\t\t\t\t\t\t\t\t\tOther/ Not Specified \n\n\t\t\t\t\t\t\t\t\t | \n \n Market Value\n | \n\n Return\n | \n
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\n {{record.symbol}} ({{roundTo(record.quantity)}})\n \n \n \n \n {{record.stock_name}}\n \n {{checkLength(record.stock_name)}}\n \n\n \n | \n \n {{decimalPercentFormat(record.target)}} \n | \n \n \n \n {{decimalPercentFormat(record.current)}} \n \n \n \n | \n \n {{ moneyFormat(record.market_value) }}\n | \n\n {{ decimalPercentFormat(record.return)}}\n | \n
Keep scenario completely private
\n\t\t\t\t\t\t\t\tAutomated stock price updates
\n\t\t\t\t\t\t\t\tAdditional filters, pivots, and aggregations
\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\tCreate an account to save scenarios, configure balancing options, and more. {{ this.isValidScenario ? \"We\\'ll save this scenario to your account to start.\" : \"\" }}\n\t\t\t\t\t\t\t
\n\t\t\t\t\t\t\n Symbol\n | \n\n Shares\n | \n\n Last Price\n | \n\n Market Value\n | \n\n Current %\n | \n
---|---|---|---|---|
\n {{position.symbol}} {{position.symbol === 'USD' ? '(Cash)' : ''}} \n | \n \n {{position.shares}} \n | \n \n {{moneyFormat(position.share_price)}} \n | \n \n {{moneyFormat(position.market_value)}}\n | \n\n {{decimalPercentFormat(position.current_percent)}}\n | \n
\n A difference was detected between your locally synced account, and your account as it exists on TD Ameritrade. This can happen for a number of reasons:\n
\n\n Please re-verify the targets of your positions due to this change.\n
\n\nKeep scenario completely private
\n\t\t\t\t\tAutomated stock price updates
\n\t\t\t\t\tTrack multiple portfolios/ scenarios
\n\t\t\t\t\tCompare against other indexes by sector
\n\t\t\t\t\tEnable portfolio/asset trending
\n\t\t\t\t\tComing soon...
\n\t\t\t\t\tAutomated broker portfolio sync
\n\t\t\t\t\tAsset correlation/ risk analysis
\n\t\t\t\t\tSharpe/Treynor ratio analysis
\n\t\t\t\t\tRegion + Asset class aggregation
\n\t\t\t\t\tPublic
\n\t\t\t\t\t\t\t\t\t\t