Assigning Goals (Model Portfolios) Carrie Frye July 01, 2018 22:21 Follow XYIS uses goal-based investing. Check out the video below on creating goals and assigning model portfolios! Related articles Holdings Table Moving an Account to Your Shared Rep Code Everything you need to know about billing! Add XYIS to your Website Onboarding Process - Short version! Comments 0 comments Please sign in to leave a comment.