Some Guide components can be scoped — pointed at a slice of the client's plan instead of the whole thing. Scoping is how you end up with "Portfolio vs Target — Retirement" next to "Portfolio vs Target — Education" in the same Guide, each showing only the accounts that belong in that bucket.
Three components have it: Where Invested, Tax Allocation, and Portfolio vs Target. How Investing has a related but slightly different filter mechanism (covered at the bottom).
Where to find the setting
Open the Guide in the Overview editor, click the gear on one of the components above, and the Settings panel shows a Scope block at the top.
The five scope options
Current View. The component follows whatever view the advisor has picked on the Investments page (By Account / By Goal / By Tax Status / By Time Horizon). Useful when the Guide is built as an advisor workspace and you want it to reflect whatever angle the advisor is currently exploring. Most client-facing Guides don't use this.
Entire Portfolio. Every investment account in the client's plan, regardless of tagging. The default for most components.
By Goal. Only accounts assigned to a specific goal type (Retirement, Education, Liquidity, Debt Payoff, or Other). Pick the goal type from the follow-up dropdown that appears.
By Time Horizon. Only accounts with a specific time horizon (1-3 years, 3-5 years, 5-10 years, or 10+ years). Pick the horizon from the follow-up dropdown.
By Tax Status. Only accounts grouped by a specific tax status (Taxable, Tax Deferred, Tax Free). Pick the status from the follow-up dropdown.
Switching scope clears the other dropdowns so you don't end up with stale values driving a different view.
Dropping multiple copies
All three scopeable components have allowMultiple turned on, meaning you can add more than one copy of the same component to a Guide. Each copy has its own scope and its own custom title. A common setup:
Where Invested — By Goal — Retirement (title: "Where your retirement money lives")
Where Invested — By Goal — Education (title: "Where your education savings live")
Portfolio vs Target — By Goal — Retirement (title: "Retirement drift")
Portfolio vs Target — Entire Portfolio (title: "Overall drift")
Same component, three different angles, each titled for the client.
Picking the right scope
One retirement goal for one adult. By Goal → Retirement is the cleanest. Pulls only the accounts assigned to that goal.
A mix of taxable and tax-deferred retirement savings. Use two copies — one scoped By Goal → Retirement (all retirement money) and one By Tax Status → Tax Free (Roth only) — to show how the Roth bucket compares to the whole retirement picture.
Asset-location conversation. Scope three copies By Tax Status (Taxable, Tax Deferred, Tax Free) side by side. The client sees which asset classes are sitting in which bucket.
Safety bucket conversation. Scope By Time Horizon → 1-3 years to show just the near-term money. Good for clients who are about to start decumulating.
Current View — when to use it
Current View is the only dynamic scope — the view changes as the advisor changes the Investments page view. It's great for internal advisor Guides (dashboards you keep for yourself) and almost never right for client-facing Guides (the client doesn't have a "current view"; they see whatever the last advisor session left set).
If you're unsure, default to Entire Portfolio or By Goal. They're predictable.
How Investing filters
How Investing doesn't use the same scope setting. Instead, its settings panel lets you add filter chips for goal purposes, tax statuses, and time horizons. Turn on the chips for the buckets you want the component to include and it'll render only rows matching that intersection.
Example: Select chips for goal purpose "Retirement" and tax status "Tax Free" → the component shows only Roth retirement accounts.
Same idea as scope (a narrower view of the portfolio), different control surface.
A couple of watch-outs
Empty scopes. If you scope by goal and the client has no accounts assigned to that goal, the component renders empty. Double-check goal assignments (Planning > Goals > account assignments) if a scoped component looks blank.
Titles matter. When you drop multiple copies of the same component, give each one a distinct title. The default title is generic, and a client looking at three unnamed "Where Invested" blocks gets confused fast.
Scope is per-component, not per-Guide. There's no "set the scope for the whole Guide to Retirement." You set it on each scopeable component individually. If that feels repetitive, build a template with your preferred scopes pre-set and reuse it.