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Portfolio Rebalance Calculations

robert.l.spaulding's Avatar

robert.l.spaulding

24 Jun, 2022 12:50 PM

Would be great if we could set target allocation for investment types or subtypes, then have the allocation report calculate moves to make to meet target. Or suggest where to put new money to move closer to target allocation.

  1. System closed this discussion on 23 Sep, 2022 12:50 PM.

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