Portfolio Rebalance Calculations

robert.l.spaulding's Avatar


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.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac