add rebalancing #1

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opened 2026-06-13 17:53:30 +00:00 by moe · 0 comments
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add a rebalancing button in the tile representing each account. it shall take the current cash and the current assets and their respective values and rebalance the portfolio for the current account according to the defined strategy. as a result a list shall be displayed on how much needs to be sold or buyed for each listed asset (in euros). Exlude non-etfs or non shares or non tradable assets. this shall also take into account recent news.

add a rebalancing button in the tile representing each account. it shall take the current cash and the current assets and their respective values and rebalance the portfolio for the current account according to the defined strategy. as a result a list shall be displayed on how much needs to be sold or buyed for each listed asset (in euros). Exlude non-etfs or non shares or non tradable assets. this shall also take into account recent news.
moe self-assigned this 2026-06-13 17:59:40 +00:00
moe added reference main 2026-06-13 18:00:13 +00:00
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moe/banking#1
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