How can I set balancing criteria in the Balancing tab?

In the Balancing tab you can balance items using balancing criteria:

1. Via the Portfolio app, go to the Balancing tab and click on BALANCING CRITERIA to expand the menu.

2. Choose the items you will be balancing (your balancing scope). You can choose all visible items, selected items only or items in list.
3. Then set the balancing criteria. Choose the objectives you want to balance as well. You can also choose from financial categories or your own (custom) fields.

4. You can then choose per objective to set a threshold. Here, you can also remove the objective from the balancing criteria.