Goal taxonomy

Summary

The 10 default goals a Portfolio holding can be mapped to, plus user-created custom goals. Goal mapping is a Portfolio-only affordance: it never mutates the underlying statement, and future SIP tranches can auto-map via an "apply to future units" rule.

Canonical values — the 10 defaults

Key	Goal	Typical horizon	Notes
GOAL.RETIREMENT	Retirement	age 55 / 60 / 65 (user-set)	EPF, NPS, long-hold equity map here by default
GOAL.HOUSE	House	3-7 yr window (user-set target year, e.g. House 2028)	Debt MFs, FDs, medium-term instruments map here
GOAL.KID-UG	Kid · UG	8-18 yr window (child DOB derived)	Equity MFs + Sukanya + long-hold instruments
GOAL.LIQUIDITY	Liquidity	0-6 mo	Emergency fund — Cash + liquid funds + short FDs
GOAL.INCOME	Income	ongoing	Coupon-bearing / dividend-yielding instruments
GOAL.HEALTH-CORPUS	Health corpus	ongoing / medical event	Parallel to Liquidity but earmarked for health
GOAL.HEDGE	Hedge	tactical	Gold / SGB / hedged positions
GOAL.TACTICAL	Tactical · trim	short-term	Positions user intends to exit / reduce
GOAL.CORE	Core	permanent	Long-hold anchor equity + index MFs
GOAL.UNASSIGNED	Unassigned	—	Explicit user choice to leave unmapped (distinct from ⚠ unmapped-by-default state)

Canonical rules

Key	Value	Last changed
GOAL.CUSTOM	Users can create custom goals via + New goal in the map-goal modal	2026-07-10
GOAL.SPLIT-ACROSS-GOALS	Holdings can split across multiple goals by % allocation (e.g. House 60% · Retirement 40%)	2026-07-10
GOAL.APPLY-TO-FUTURE-UNITS	Optional rule on the map-goal modal — future SIP tranches / units auto-map to the same goal(s)	2026-07-10
GOAL.UNMAPPED-STATE	Holdings without any mapping surface as an amber banner + count ("<N> unmapped to a goal") on Review and Holdings surfaces	2026-07-10
GOAL.AI-SUGGESTIONS	Modal surfaces AI-suggested mappings ranked by asset class + timeline (e.g. "Debt fund matches 3-4yr horizon → House 78%")	2026-07-10
GOAL.EDIT-PATH	Settings · Holdings & goals — bulk edit + rule management	2026-07-10
GOAL.MODAL-COUNTER	Header shows "<n>/<total> unmapped" progress (e.g. "1/4 unmapped")	2026-07-10
GOAL.INVARIANT.NO-STATEMENT-MUTATION	Goal mapping never mutates the source statement — mapping is a Portfolio overlay	2026-07-10
GOAL.FAMILY.ADMIN-ONLY	In Family workspace, mapping is admin-only; view-only members get a read-only footer: "Read-only: mapping unmapped holdings to goals is admin-only. Open your Personal portfolio to manage your own holdings + goals."	2026-07-10
GOAL.FUNDING-PACE.KPI	Dashboard + Portfolio aside show per-goal <N>% funded · <ahead of pace / on pace / behind>	2026-07-10

Related

• portfolio-pillar — where goal mapping lives (as a concept)
• pillar-portfolio — entity: canonical Portfolio chart + block-order
• capital-gains-booking — tax-relevance of goal-driven exits
• family-workspace — admin-only mapping rule in Family
• pillar-dashboard — Goals · funding pace aside is dashboard-visible

Sources

• .context/designs/web/portfolio/map-goal.html
• .context/designs/web/portfolio/portfolio.html
• .context/designs/web/portfolio/family.html
• .context/designs/web/portfolio/view-only.html