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 be able to easily compare the effect on the portfolio allocation and the new risk profile.
As transfers between brokers may be slow or costly, I should be able to asses the changes on the aggregated account level as well.