Contribution plan: where to invest next
Tell Asterholm how much you contribute and which mix you want. It tells you what to buy with your next contribution, without selling anything.
Step by step
- Go to Planning → Contribution plan.
- Under How you contribute set your monthly contribution, the yearly increase and how often you buy.
- Under Target mix add targets by asset, group, sector or asset class, with their weight. Click Start from my current mix to get going fast.
- Click Save targets.
- Under Where do I put my next contribution? enter the amount and look at the suggestion. Click Add to my plan or Simulate this.
What you will see
- How much you contributed this month against your plan, and your streak.
- Target versus actual: the weight of each part and how much to buy of each.
- A purchase calendar and your planned trades: mark them as done when you make them at your broker.
Common problems and questions
- It says my targets add up to more than 100 %.
- Lower some weight. Whatever is missing up to 100 % is the target for everything else.
- Does Asterholm buy for me?
- No. Asterholm is read-only: you make the purchases at your broker.
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Asterholm is a read-only portfolio viewer. Nothing in this guide is financial advice.