Before you start
Start from the current portfolio state and treat the article as an operating checklist. If a required input is missing, record that gap instead of inventing precision.
Detailed steps
Open Investment Plan setup
Start from the screen named in the step and confirm the portfolio in the top bar before you change anything. If the wrong portfolio is selected, switch portfolios first.
Find maximum single position percentage
Use this step to turn loose information into a clear portfolio record. If you are missing an input, note the gap instead of guessing.
Set a cap that fits diversification needs
Set this based on the real constraint behind the record: currency, ownership, liquidity, date, access or review cadence. Do not change a setting only to force a nicer dashboard total.
Save and review whether candidate allocations changed
Save only when the record reflects the source. After saving, the change can affect Net Worth, Capital Review, Forecast, exports and shared views.
Field guide
The label you and your advisors will recognize.
Match source documents where possible.Current portfolio value.
Use current value, not purchase price, unless cost is the only defensible estimate.Native currency of the asset or liability.
Do not change currency to force a base-currency display.When the value was last reviewed.
Missing dates create stale-data risk.Why the value is credible.
Use imported, market, appraisal, manager mark or internal estimate honestly.Decision rules
What it adds
- Controls concentration in generated plan lines.
- Makes sizing more disciplined.
What it does not do
- A cap does not eliminate correlated exposure across similar assets.
- Existing positions can already exceed the cap.
Common mistakes
What to check
- Check family or sector overlap, not just per-line size.
- Use stricter caps for concentrated portfolios.
Entering a clean-looking value without recording where it came from.
Ignoring currency, ownership percentage or valuation date because the total appears reasonable.
Using ordinary notes for private access information.
Assuming Set Maximum Single Position produces advice, verification or execution beyond the workflow described here.
After you save
- Return to Net Worth and confirm totals changed as expected.
- Open Capital Review to see whether the record created, resolved or changed any review item.
- Check whether the record should affect Forecast, Investment Plan, exports or share links.
- Revisit this intermediate guide when source evidence changes.