NetWorth
☰
Dashboard
Holdings
Income
Projections
Optimization
Performance
Import / Export
Vimard Family Office
Logout
Manage Categories
+ Add Category
Name
Growth Bucket
Alloc. Target
Band
Liquid
Actions
Add Category
Name *
Color
Growth Bucket *
Cash
Fixed Income
Equity — Accum. Core
Equity — Distributing
Hedge Funds
Private Equity
Real Estate
Determines which growth rate is applied in projections.
Allocation Target & Band
(optional)
Target %
Low band %
High band %
Leave blank if this category has no rebalancing target.
Standing reserve €
(optional)
A slice of this category held deliberately and never deployed — typically a cash reserve. It still counts in every value and weight, but the drift band is tested against the rest, so the sleeve does not read overweight for holding it.
Include in liquid portfolio benchmark tracking
Cancel
Save