Allocation and rebalancing info

[Grzegorz1]

1. Present allocation with decimal places e. g. 23,78% (may be configurable).
2. Information about rebalancing needed to reach target allocation (amount to buy or sell in currency). Target allocation configurable per view (e.g. tags tab) and remembered.

[Adam]

I would add:
3. A field to input the amount of money to invest or withdraw.
4. A yes/no toggle to “Allow for some of your investments to be sold (if needed)”

The TMOAP spreadsheet has working formulas on the “Re-balancing” tab which can be taken as inspiration.

[Grzegorz1]

Great ideas.
Ad 4. Mark, which investments can be sold – separate check box for each.

[rafal]

I think that these would be covered by the two following features that are in the pipeline:

Static portfolio strategies

Most of us employ one or more strategies in our portfolios, consciously or not. I would like to know the following: Before employing a strategy - how it performed historically. What traits I expect from it and where they true? Does it fit my situation (eg. local bonds will behave differently then US-bonds which most published strategies use, foreign exchange rates can turn everything on it’s head, etc.) Once employed, I want to know how much the target weights are off, so I can decide to r…

Portfolio rebalancing tool

Once I have a strategy defined, it would be great to get recommended ways to rebalance portfolio to achieve the planned weights. As there are multiple ways a complex portfolio can be rebalanced, app should give a dynamic recommendation which I can tweak to make optimal. For example by limiting or excluding certain operations, or proposing my own. The other, unrestricted parts of the recommendation should be then recalculated to achieve the balance (or get as close to it as possible). I should …

[Grzegorz1]

Yes, it looks so, however, it seems to be planned for later. When do you think that will be or perhaps we can have some of the functionality (like the first two points) sooner?