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Rebalance Alert

Comments, critical feedback, praise, or suggestions for new features.

Postby ballardian » Sat Oct 08, 2022 5:31 am

Hi Mark,

I've looked and can't find this currently in any edition but if it is there do please let me know.

I'd love a Rebalance Alert option. Pick a sub-portfolio, pick and asset allocation, and pick the acceptable drift (say 5%). And once any issue in the portfolio drifts outside that bound send an alert.

I love the rebalancing report but I'd love to basically be told when I should go look at it in more detail for a specific portfolio. Rather than having to look and run it manually to check.
ballardian
 
Posts: 39
Joined: Tue Sep 21, 2010 7:52 pm

Postby Mark » Sat Oct 08, 2022 12:01 pm

Hi ballardian,

Okay, understood, thanks for the idea/feedback.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Location: Chandler, AZ


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