Stock Events

Stock Events

Set your holdings goal

A holdings goal is the target market value for the portfolio or watchlist you currently have selected. Each portfolio or watchlist has its own goal.

To set it, open the Holdings tab, select the portfolio or watchlist you want to update, then select Goal in the dashboard options. Stock Events opens Holdings Analytics at Market Value Goal.

How to set your holdings goal

  1. Open the Holdings tab.
  2. Select the portfolio or watchlist whose goal you want to update.
  3. In the dashboard options, select Goal. Stock Events opens Holdings Analytics at Market Value Goal.
  4. Select Set Goal.
  5. On Goal Holdings, enter your target market value in Goal.
  6. Select Save. Your Holdings data refreshes and you return to Holdings Analytics.

You can also select Analytics from the Holdings dashboard, scroll to Market Value Goal, and select Set Goal.

How Stock Events uses your goal

  • Market value progress: Holdings Analytics compares the market value shown with your target and displays a progress percentage and indicator. The Goal card on the Holdings dashboard also reflects this progress.
  • Time estimate: Stock Events uses the goal with your separate Future Value assumptions to estimate when the goal may be reached.

Future Value projections use assumptions such as dividend reinvestment, dividend and stock growth rates, and annual contributions. These projections are estimates for educational purposes only.

Setting a goal does not change your holdings, cash, transactions, or the underlying market value calculation.

Portfolio and currency behavior

The goal is saved separately for the selected portfolio or watchlist. Switching to another portfolio can therefore show a different goal.

The saved goal is displayed using the currency currently shown for the Holdings total. A portfolio-specific Currency selection takes priority by default. Otherwise, Stock Events uses your global Holdings reporting currency.

If you change the reporting currency or temporarily cycle the aggregate Holdings currency, Stock Events does not convert the saved goal number automatically. Review and update the goal after changing the saved reporting currency if needed.