The account rebalancing procedure used by our rebalancing tool and the TIME MACHINE now considers risk-adjusted expected returns rather than simply expected returns.

For that to work optimally, you need to have entered risk values for all your investments. To make that easy, we expanded the 'Change the expected rates of return for all investments by their asset classes'  feature again. We've added a checkbox that when checked will also automatically set the risk value for each investment. If we can calculate the 3-year volatility for the investment from the FUNData market data for that investment, the risk measure on our scale of 1 to 20 will be used. If not, an approximate risk measure based on the investment's asset classes will be set.

The risk measure will also be set automatically when you enter new investments either manually or when first imported from Wealthica.