Hi Mark,
A tweak (new version?) of the rebalance report would be very helpful. Currently it is by asset type. It would be helpful to have it list by investment and assign a target allocation by investment. A good example here would be when an account has a limited number of investment choices (say 4-12 index funds) and rebalancing is influenced more by investment value than asset class. This will allow a user to memorize a report that has the sub portfolio and its associated target.
Thanks as always for an excellent product.
Jason