Guide components can show the whole investment portfolio or a narrower group of accounts. Open the component's Open settings gear and choose a Scope. Each copy of a component keeps its own scope.
Components with a Scope setting
Where Invested and Tax Allocation offer:
Current View
Entire Portfolio
By Goal
By Time Horizon
By Tax Status
Portfolio vs Target offers the same choices except Current View.
Scope a component
Open the client and select Guides.
Open the Guide and select Edit guide.
Find Where Invested, Tax Allocation, or Portfolio vs Target.
Select Open settings.
Under Scope, choose the account group.
For By Goal, select a Goal Type. For By Time Horizon, select a Time Horizon. For By Tax Status, select a Tax Status.
Review the component on the canvas.
Use the editor's save control before leaving: Save guide for an existing client Guide, or Save for this client only when adapting a template for this household.
If you are editing a reusable practice template under Templates → Guides, the Template editor saves changes automatically and has no separate Save button.
What each Scope includes
Current View
Current View follows the account toggles saved for that client's Investments page. It includes investment accounts that are currently included in the Investments view, plus any supported non-investment accounts the advisor explicitly included there.
If an account is missing, open Investments and review the account-selection toggles.
Entire Portfolio
Entire Portfolio includes the client's investment accounts without narrowing them by Goal, time horizon, or tax status.
By Goal
By Goal includes investment balances assigned to Goals of the selected type. Partial account assignments contribute only the balance assigned to the matching Goal.
If the component is empty, confirm the client has that Goal type and that investment balances are assigned to it.
By Time Horizon
By Time Horizon includes investment accounts whose saved horizon matches the selected range. Update the source account's horizon only when the client record itself is wrong.
By Tax Status
By Tax Status groups investment accounts as Taxable, Tax Deferred, or Tax Free from the account subtype. Use separate component copies to compare more than one tax bucket.
Use several scopes in one Guide
You can add multiple copies of these components, give each one a client-ready title, and set a different scope on each copy. For example, one Where Invested component can show Retirement Goals and another can show Education Goals.
How Investing filters
How Investing uses filter chips instead of the Scope choices above.
Open its settings.
Select Goal purposes, tax statuses, or time horizons.
Leave a filter group empty to include all values in that group.
Use Show all to clear a filter group.
When several filter groups are active, an account must match the selected filters to appear. Clear one filter group at a time when troubleshooting an empty table.
Scoping changes only what the component displays. It does not change account balances, Goal assignments, time horizons, tax statuses, or target-portfolio assignments.