Drift badges tell you how far an account has drifted from its target portfolio. Green means you're on track. Amber means it's wandering. Red means it's time to rebalance.
You'll see the badge on the Portfolio sub-tab of the Investments tab, next to each account (or group, depending on the view mode you've selected). The badge only shows up when the account has a target assigned — either directly, through a model portfolio, or via an assignment rule.
What the colors mean
The badge reads the largest single-asset-class drift for the account. One asset class out of line is enough to tip the color.
Green — "On target": less than 3% drift on every asset class. You're within tolerance.
Amber — "X% drift": between 3% and 10%. Worth a look, probably not urgent.
Red — "X% drift": 10% or more. The allocation has meaningfully drifted from target.
The percentage shown is the worst single asset class, not the total drift summed across the portfolio.
Click to compare
Clicking the badge jumps you straight to the Compare tab, scoped to that account (or grouping). That's where you'll see the full target-vs-actual breakdown by asset class and any rebalancing guidance.
When the badge doesn't show
If an account has no target assigned, no badge. Assign a target portfolio (directly, or through an assignment rule) and the badge will appear once holdings are loaded.
Heads up on Observations: the Observations engine currently only flags drift on accounts with a direct model portfolio assignment (via modelPortfolioId). If an account is targeted through an assignment rule, the DriftBadge will correctly show red, but it won't surface as a flagged Observation on the dashboard. Engineering is aware. Until that's resolved, treat the badge as the source of truth for drift.